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 INC8+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SRV. Service code 15 · EIN 52-1714114 | Recordkeeping | $810,967 |
COOP. BANKS EMPLOYEES RET ASSN.8+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $390,000 |
NEPC, LLC8+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $90,000 |
WOLF & COMPANY, P.C.8+ years Service code 10 · EIN 04-2689883 | Accounting | $53,053 |
AGILIS PARTNERS LLC1 year Filed as: AGILIS Service code 38 · EIN 04-3513306 | Participant Communication | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,057 | $95,918+29.3% | $151,611-18.2% | $77,904+59.2% |
| Participation rate | 98.6% | 88.7%+9.9pp | 87.5%+11.1pp | 73.7%+24.9pp |
| Annual return | -14.03% | -5.50%-8.5pp | 3.33%-17.4pp | 12.21%-26.2pp |
| Employer contribution / active EE | $4,886 | $4,330+12.8% | $6,166-20.8% | $2,848+71.6% |
| Participant deferral / active EE | $7,473 | $7,508-0.5% | $8,363-10.6% | $4,806+55.5% |
| Admin fee / account holder | $256 | $93+174.9% | $11,616-97.8% | $133+93.5% |