Filed March 27, 2015 (most recent of 3 filings on file)
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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,724 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,548 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,623 | $85,199-10.1% | $57,179+34.0% | $63,975+19.8% |
| Participation rate | 96.1% | 74.0%+22.0pp | 75.3%+20.7pp | 71.1%+24.9pp |
| Annual return | 9.62% | 10.43%-0.8pp | 14.59%-5.0pp | 48.65%-39.0pp |
| Employer contribution / active EE | $5,681 | $3,446+64.9% | $2,682+111.8% | $2,182+160.4% |
| Participant deferral / active EE | $6,073 | $3,109+95.3% | $3,096+96.1% | $3,356+80.9% |
| Admin fee / account holder | $7 | $39-81.0% | $3,139-99.8% | $70-89.6% |