Filed October 10, 2012 (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 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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 12 · EIN 84-1532243 | Recordkeeping fees; Participant loan ... | $588,237 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $334,288 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-1733361 | Investment Management | $288,013 |
HERRONPALMER1 year Filed as: HERRONPALMER, LLC Service code 49 · EIN 91-0675641 | Other Services | $281,495 |
Service code 28 · EIN 13-3575636 | Investment Management | $239,116 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 52-0556948 | Investment Management | $189,009 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $37,800 |
RR DONNELLEY2 years Filed as: R.R. DONNELLEY AND SONS COMPANY Service code 14 · EIN 36-1004130 | Plan Administrator | $28,409 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 12 · EIN 84-0467907 | Account maintenance fees; Recordkeepi... | $840 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,351 | $185,545-64.2% | $90,749-26.9% | $89,394-25.8% |
| Participation rate | 86.3% | 85.0%+1.2pp | 75.7%+10.6pp | 71.3%+15.0pp |
| Annual return | -16.93% | -13.56%-3.4pp | -12.16%-4.8pp | -11.89%-5.0pp |
| Employer contribution / active EE | $202 | $7,210-97.2% | $2,921-93.1% | $3,022-93.3% |
| Participant deferral / active EE | $4,072 | $9,550-57.4% | $4,564-10.8% | $5,123-20.5% |
| Admin fee / account holder | $133 | $100+33.1% | $8,445-98.4% | $79+67.9% |