Filed July 27, 2011 (most recent of 5 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 4-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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $611,375 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $283,242 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING Service code 50 PO BOX 2065 · JERSEY CITY, NJ 07303 | Direct Payment | $6,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,477,620 | $2,226,388+4817.3% | $91,001+120204.3% | $177,276+61655.6% |
| Participation rate | 0.0% | 85.1%-85.1pp | 75.6%-75.6pp | 74.8%-74.8pp |
| Annual return | 13.52% | 20.16%-6.6pp | 4.60%+8.9pp | 21.25%-7.7pp |
| Employer contribution / active EE | $5,119 | $4,139+23.7% | $2,456+108.5% | $2,479+106.5% |
| Participant deferral / active EE | $6,945 | $6,423+8.1% | $3,547+95.8% | $3,881+79.0% |
| Admin fee / account holder | $96,880 | $1,921+4942.4% | $5,417+1688.4% | $154+62770.7% |