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.6+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $340,000 |
NEPC, LLC6+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $85,061 |
WOLF & COMPANY, P.C.6+ years Service code 10 · EIN 04-2689883 | Accounting | $45,300 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SRV. Service code 15 · EIN 52-1714114 | Recordkeeping | $26,030 |
RIVER AND MERCANTILE LLC3 years Service code 38 · EIN 04-3513306 | Participant Communication | $15,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,490 | $110,699+27.8% | $177,821-20.4% | $90,288+56.7% |
| Participation rate | 96.9% | 88.3%+8.6pp | 87.7%+9.2pp | 73.4%+23.6pp |
| Annual return | 13.05% | 22.79%-9.7pp | 48.32%-35.3pp | 53.97%-40.9pp |
| Employer contribution / active EE | $4,735 | $4,118+15.0% | $5,918-20.0% | $2,524+87.6% |
| Participant deferral / active EE | $7,669 | $6,731+13.9% | $7,714-0.6% | $4,232+81.2% |
| Admin fee / account holder | $104 | $90+15.3% | $12,427-99.2% | $114-9.0% |