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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $57,970 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $0 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL FUNDS Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK6 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA6 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
EAGLEASSET6 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARDING LOEVNER LP6 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,370 | $55,415-12.7% | $155,509-68.9% | $74,495-35.1% |
| Participation rate | 93.5% | 61.9%+31.5pp | 78.2%+15.3pp | 67.2%+26.3pp |
| Annual return | 12.18% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,703 | $2,267-24.9% | $4,672-63.6% | $2,623-35.1% |
| Participant deferral / active EE | $4,726 | $2,836+66.7% | $5,626-16.0% | $4,346+8.8% |
| Admin fee / account holder | $279 | $1,738-84.0% | $15,912-98.2% | $1,942-85.6% |