Filed June 4, 2012 (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 |
|---|---|---|
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $18,894 |
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PRICE WATERHOUSE COO Service code 16 · EIN 13-4008324 | Consulting | $11,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,880 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,322 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,122 | $61,473+23.8% | $81,930-7.1% | $73,409+3.7% |
| Participation rate | 97.8% | 72.4%+25.4pp | 72.0%+25.8pp | 72.2%+25.6pp |
| Annual return | 23.03% | 28.26%-5.2pp | 29.49%-6.5pp | 59.29%-36.3pp |
| Employer contribution / active EE | $3,016 | $1,898+58.9% | $4,310-30.0% | $2,234+35.0% |
| Participant deferral / active EE | $4,115 | $3,080+33.6% | $7,107-42.1% | $3,805+8.1% |
| Admin fee / account holder | $43 | $125-65.3% | $5,158-99.2% | $158-72.5% |