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 |
|---|---|---|
PKF OCONNOR DAVIES1 year Service code 10 P.O. BOX 5381 · DEPTFORD, NJ 08096 | Accounting | $23,833 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRIVE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,608 |
FINANCIAL ANSWERS1 year Service code 26 335 MOUNTAIN ROAD · SOMERS, CT 06071 | Advisory (Participants) | $11,470 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,856 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,793 | $110,299-78.4% | $102,423-76.8% | $199,593-88.1% |
| Participation rate | 77.9% | 86.3%-8.4pp | 76.5%+1.4pp | 72.0%+5.9pp |
| Annual return | 13.14% | 35.73%-22.6pp | 29.32%-16.2pp | 34.25%-21.1pp |
| Employer contribution / active EE | $1,806 | $3,603-49.9% | $3,023-40.3% | $3,034-40.5% |
| Participant deferral / active EE | $1,219 | $6,376-80.9% | $5,053-75.9% | $5,087-76.0% |
| Admin fee / account holder | $34 | $122-72.2% | $9,451-99.6% | $269-87.4% |