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 ADVISORS3 years Filed as: STATE STREET BANK & TRUST CO Service code 49 · EIN 04-1867445 | Other Services | $139,391 |
MERCER6+ years Service code 16 · EIN 13-2834414 | Consulting | $115,631 |
KPMG LLP6+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $110,375 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $78,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,403 | $110,699-3.0% | $177,821-39.6% | $90,288+19.0% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 14.58% | 22.79%-8.2pp | 48.32%-33.7pp | 53.97%-39.4pp |
| Employer contribution / active EE | $5,215 | $4,118+26.6% | $5,918-11.9% | $2,524+106.6% |
| Participant deferral / active EE | $5,808 | $6,731-13.7% | $7,714-24.7% | $4,232+37.2% |
| Admin fee / account holder | $117 | $90+30.1% | $12,427-99.1% | $114+2.7% |