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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $845,097 |
CBERA1 year Service code 14 100 RIVER RIDGE DRIVE · NORWOOD, MA 02062 | Plan Administrator | $420,000 |
NEPC, LLC9+ years Service code 16 225 FRANKLIN STREET · BOSTON, MA 02110 | Consulting | $90,000 |
WOLF & COMPANY, P.C.9+ years Service code 10 255 STATE STREET · BOSTON, MA 02109 | Accounting | $55,682 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $847 |
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 | $145,762 | $112,686+29.4% | $169,993-14.3% | $80,160+81.8% |
| Participation rate | 97.3% | 87.4%+9.9pp | 87.0%+10.3pp | 72.9%+24.4pp |
| Annual return | 12.11% | 67.04%-54.9pp | 53.37%-41.3pp | 40.38%-28.3pp |
| Employer contribution / active EE | $4,921 | $4,481+9.8% | $6,785-27.5% | $2,978+65.3% |
| Participant deferral / active EE | $8,178 | $7,876+3.8% | $10,408-21.4% | $5,017+63.0% |
| Admin fee / account holder | $284 | $99+186.5% | $12,815-97.8% | $145+95.9% |