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.3+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $287,520 |
NEPC, LLC3+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $75,000 |
WOLF & COMPANY, P.C.3+ years Service code 10 · EIN 04-2689883 | Accounting | $48,700 |
P-SOLVE3+ years Filed as: P-SOLVE LLC Service code 38 · EIN 04-3513306 | Participant Communication | $14,000 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SRV. Service code 15 · EIN 52-1714114 | Recordkeeping | $4,781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,773 | $89,274+27.4% | $149,718-24.0% | $77,958+45.9% |
| Participation rate | 96.8% | 87.6%+9.2pp | 87.1%+9.7pp | 71.6%+25.2pp |
| Annual return | 15.02% | 20.36%-5.3pp | 1501.63%-1486.6pp | 20.87%-5.8pp |
| Employer contribution / active EE | $3,723 | $3,727-0.1% | $5,445-31.6% | $2,310+61.1% |
| Participant deferral / active EE | $6,532 | $5,382+21.4% | $6,569-0.6% | $3,537+84.7% |
| Admin fee / account holder | $96 | $240-60.1% | $11,283-99.2% | $97-1.7% |