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 INC5+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,078,568 |
FISCHER DORWART, P.C.5+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 22-3060583 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $96,500 |
MORNINGSTAR5+ years Service code 26 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $41,602 |
ALIGHT SOLUTIONS LLC3 years Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $22,000 |
GRAY, GRAY & GRAY1 year Filed as: GRAY, GRAY & GRAY LLP Service code 10 150 ROYALL STREET · CANTON, MA 02021 | Accounting | $15,571 |
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 | $267,655 | $201,404+32.9% | $93,606+185.9% | $89,569+198.8% |
| Participation rate | 91.2% | 87.5%+3.7pp | 75.8%+15.4pp | 69.6%+21.6pp |
| Annual return | 22.22% | 23.05%-0.8pp | 32.76%-10.5pp | 34.56%-12.3pp |
| Employer contribution / active EE | $11,707 | $6,528+79.3% | $2,718+330.7% | $2,584+353.0% |
| Participant deferral / active EE | $13,533 | $9,208+47.0% | $4,069+232.6% | $4,220+220.7% |
| Admin fee / account holder | $57 | $89-36.3% | $7,888-99.3% | $72-20.6% |