Filed March 26, 2012
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 |
|---|---|---|
COOP. BANKS EMPLOYEES RET ASSN.2+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $233,640 |
NEPC, LLC2+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $75,000 |
WOLF & COMPANY, P.C.2+ years Service code 10 · EIN 04-2689883 | Accounting | $47,500 |
P-SOLVE2+ years Filed as: P-SOLVE LLC Service code 38 · EIN 04-3513306 | Participant Communication | $11,500 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SRV. Service code 15 · EIN 52-1714114 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,586 | $80,354+26.4% | $133,980-24.2% | $63,975+58.8% |
| Participation rate | 97.2% | 87.5%+9.7pp | 87.1%+10.2pp | 71.1%+26.1pp |
| Annual return | 7.58% | 13.11%-5.5pp | 29.30%-21.7pp | 48.65%-41.1pp |
| Employer contribution / active EE | $3,472 | $3,503-0.9% | $5,211-33.4% | $2,182+59.1% |
| Participant deferral / active EE | $6,239 | $5,239+19.1% | $6,282-0.7% | $3,356+85.9% |
| Admin fee / account holder | $84 | $69+21.4% | $9,324-99.1% | $70+19.5% |