Filed June 19, 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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO Service code 49 · EIN 04-1867445 | Other Services | $180,180 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $119,574 |
MERCER5+ years Service code 16 · EIN 13-2834414 | Consulting | $104,236 |
KPMG LLP5+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $64,975 |
Service code 49 · EIN 13-3689044 | Other Services | $40,132 |
SRN DENTON4+ years Service code 29 · EIN 36-1796730 | Legal | $21,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,561 | $95,776-0.2% | $162,163-41.1% | $77,787+22.8% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 25.01% | 37.03%-12.0pp | 115.59%-90.6pp | 32.57%-7.6pp |
| Employer contribution / active EE | $5,132 | $3,874+32.5% | $5,614-8.6% | $2,504+104.9% |
| Participant deferral / active EE | $5,635 | $6,125-8.0% | $7,298-22.8% | $3,967+42.0% |
| Admin fee / account holder | $118 | $88+34.6% | $10,843-98.9% | $100+17.9% |