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.4+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $300,000 |
NEPC, LLC4+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $75,000 |
WOLF & COMPANY, P.C.4+ years Service code 10 · EIN 04-2689883 | Accounting | $50,265 |
RIVER AND MERCANTILE LLC1 year Service code 38 · EIN 04-3513306 | Participant Communication | $14,000 |
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY Service code 29 · EIN 04-2233412 | Legal | $6,504 |
T ROWE PRICE RPS INC4+ 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 | $107,519 | $82,546+30.3% | $140,016-23.2% | $75,289+42.8% |
| Participation rate | 98.2% | 88.4%+9.9pp | 87.5%+10.7pp | 72.4%+25.8pp |
| Annual return | 1.81% | -0.36%+2.2pp | 651.12%-649.3pp | -0.04%+1.8pp |
| Employer contribution / active EE | $3,709 | $3,856-3.8% | $5,606-33.8% | $2,405+54.2% |
| Participant deferral / active EE | $6,679 | $5,731+16.5% | $6,927-3.6% | $3,739+78.7% |
| Admin fee / account holder | $93 | $86+8.0% | $10,705-99.1% | $102-9.5% |