Filed May 15, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $118,724 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $29,732 |
COHNREZNICK LLP8+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $27,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,512 | $87,621+133.4% | $86,436+136.6% | $77,904+162.5% |
| Participation rate | 96.7% | 85.8%+10.9pp | 80.3%+16.3pp | 73.7%+23.0pp |
| Annual return | -19.06% | -13.90%-5.2pp | 4394.89%-4414.0pp | 12.21%-31.3pp |
| Employer contribution / active EE | $8,240 | $3,474+137.2% | $3,769+118.6% | $2,848+189.3% |
| Participant deferral / active EE | $11,951 | $8,645+38.2% | $6,952+71.9% | $4,806+148.7% |
| Admin fee / account holder | $79 | $85-6.4% | $6,731-98.8% | $133-40.2% |