Filed May 27, 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 INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $9,504 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
EAGLEASSET3 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARDING LOEVNER LP3 years Filed as: HARDING LOEVNER FUNDS Service code 28 400 CROSSING BLVD · BRIDGEWATER TOWNSHIP, NJ 08807 | Investment Management | $0 |
Filed as: IVY INVESTMENTS Service code 28 PO BOX 219722 · KANSAS CITY, MO 64121 | Investment Management | $0 |
LOOMIS SAYLES3 years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,809 | $61,156-39.8% | $185,823-80.2% | $79,386-53.6% |
| Participation rate | 93.0% | 66.6%+26.4pp | 81.7%+11.3pp | 70.7%+22.3pp |
| Annual return | 17.22% | 19.45%-2.2pp | 122.05%-104.8pp | 116.85%-99.6pp |
| Employer contribution / active EE | $1,320 | $2,321-43.1% | $5,167-74.5% | $2,427-45.6% |
| Participant deferral / active EE | $4,187 | $2,789+50.1% | $5,568-24.8% | $4,046+3.5% |
| Admin fee / account holder | $23 | $710-96.7% | $16,237-99.9% | $626-96.3% |