Filed April 29, 2010 (most recent of 2 filings on file)
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 Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 52-1714114 | Recordkeeping | $535,417 |
FINANCIAL ANSWERS1 year Service code 26 335 MOUNTAIN RD · SOMERS, CT 06071 | Advisory (Participants) | $352,711 |
FINANCIAL ENGINES10+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $118,270 |
PFK O'CONNOR DAVIES, LLP1 year Filed as: PFK O'CONNOR DAVIES Service code 10 P.O. BOX 5381 · DEPTFORD, NJ 08096 | Accounting | $23,834 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $15,954 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,807 | $159,391-24.8% | $102,423+17.0% | $99,062+20.9% |
| Participation rate | 97.5% | 88.6%+9.0pp | 76.5%+21.1pp | 71.6%+25.9pp |
| Annual return | 16.00% | 19.03%-3.0pp | 29.32%-13.3pp | 17.66%-1.7pp |
| Employer contribution / active EE | $6,239 | $4,207+48.3% | $3,023+106.4% | $3,262+91.3% |
| Participant deferral / active EE | $7,549 | $7,498+0.7% | $5,053+49.4% | $5,331+41.6% |
| Admin fee / account holder | $108 | $159-32.2% | $9,451-98.9% | $109-1.0% |