Filed March 25, 2012 (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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $104,458 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 16 401 LIBERTY AVE SUITE 2300 · PITTSBURGH, PA 15222 | Consulting | $25,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,660 | $71,142-44.3% | $119,609-66.8% | $64,808-38.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 79.3%+8.3pp | 71.5%+16.1pp |
| Annual return | -16.39% | -10.01%-6.4pp | -14.97%-1.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,320 | $2,497-47.2% | $4,232-68.8% | $2,506-47.3% |
| Participant deferral / active EE | $3,827 | $4,490-14.8% | $5,602-31.7% | $4,310-11.2% |
| Admin fee / account holder | $151 | $162-6.7% | $10,323-98.5% | $188-19.4% |