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 |
|---|---|---|
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SRV. Service code 15 · EIN 52-1714114 | Recordkeeping | $792,445 |
COOP. BANKS EMPLOYEES RET ASSN.7+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $350,000 |
NEPC, LLC7+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $120,000 |
WOLF & COMPANY, P.C.7+ years Service code 10 · EIN 04-2689883 | Accounting | $51,500 |
RIVER AND MERCANTILE LLC4 years Service code 38 · EIN 04-3513306 | Participant Communication | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,624 | $118,337+29.8% | $189,513-18.9% | $93,030+65.1% |
| Participation rate | 98.3% | 89.1%+9.3pp | 87.8%+10.5pp | 73.9%+24.4pp |
| Annual return | 12.15% | 21.77%-9.6pp | 555.15%-543.0pp | 158.70%-146.6pp |
| Employer contribution / active EE | $4,811 | $4,204+14.4% | $6,162-21.9% | $2,706+77.8% |
| Participant deferral / active EE | $7,584 | $7,123+6.5% | $8,221-7.7% | $4,562+66.2% |
| Admin fee / account holder | $264 | $100+164.9% | $12,045-97.8% | $152+74.1% |