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.5+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $324,000 |
NEPC, LLC5+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $85,000 |
WOLF & COMPANY, P.C.5+ years Service code 10 · EIN 04-2689883 | Accounting | $50,402 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SRV. Service code 15 · EIN 52-1714114 | Recordkeeping | $28,467 |
RIVER AND MERCANTILE LLC2 years Service code 38 · EIN 04-3513306 | Participant Communication | $14,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,188 | $95,776+30.7% | $162,163-22.8% | $77,787+60.9% |
| Participation rate | 98.3% | 88.6%+9.7pp | 87.6%+10.7pp | 73.2%+25.1pp |
| Annual return | 20.23% | 37.03%-16.8pp | 115.59%-95.4pp | 32.57%-12.3pp |
| Employer contribution / active EE | $4,274 | $3,874+10.3% | $5,614-23.9% | $2,504+70.6% |
| Participant deferral / active EE | $7,114 | $6,125+16.1% | $7,298-2.5% | $3,967+79.3% |
| Admin fee / account holder | $102 | $88+15.9% | $10,843-99.1% | $100+1.6% |