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 INC6+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,079,836 |
FISCHER DORWART, P.C.6+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 22-3060583 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $96,500 |
MORNINGSTAR6+ years Service code 26 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $41,708 |
ALIGHT SOLUTIONS LLC4 years Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $19,800 |
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 | $289,538 | $430,560-32.8% | $98,907+192.7% | $106,222+172.6% |
| Participation rate | 96.5% | 86.2%+10.3pp | 76.0%+20.5pp | 70.8%+25.7pp |
| Annual return | 16.47% | 17.89%-1.4pp | 196.43%-180.0pp | 21.69%-5.2pp |
| Employer contribution / active EE | $12,492 | $6,804+83.6% | $2,689+364.6% | $2,723+358.7% |
| Participant deferral / active EE | $13,854 | $9,623+44.0% | $4,244+226.4% | $4,600+201.2% |
| Admin fee / account holder | $55 | $220-75.0% | $6,642-99.2% | $78-29.8% |