Filed January 25, 2013
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 INC10+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $589,733 |
Service code 10 · EIN 22-3060583 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $96,500 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 19 PO BOX 392006 · PITTSBURGH, PA 15251 | Securities Custodian | $70,564 |
MORNINGSTAR10+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $42,136 |
ALIGHT SOLUTIONS LLC8 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $17,100 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,574 | $244,991+33.3% | $106,213+207.5% | $106,382+207.0% |
| Participation rate | 95.6% | 88.4%+7.2pp | 75.3%+20.3pp | 69.9%+25.7pp |
| Annual return | 13.18% | 13.48%-0.3pp | 116.14%-103.0pp | 17.37%-4.2pp |
| Employer contribution / active EE | $15,469 | $8,816+75.5% | $3,171+387.8% | $3,364+359.9% |
| Participant deferral / active EE | $17,183 | $11,442+50.2% | $5,016+242.6% | $5,569+208.6% |
| Admin fee / account holder | $39 | $88-55.4% | $11,033-99.6% | $79-50.5% |