Filed December 2, 2010
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 7-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 INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,062 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $0 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS2+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS1 year Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: EAGLE ASSET Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,030 | $35,986-86.0% | $77,482-93.5% | $73,488-93.2% |
| Participation rate | 31.8% | 40.8%-9.0pp | 54.2%-22.3pp | 70.7%-38.8pp |
| Annual return | 70.31% | 19.26%+51.1pp | 54.79%+15.5pp | 28.51%+41.8pp |
| Employer contribution / active EE | $138 | $557-75.2% | $986-86.0% | $2,270-93.9% |
| Participant deferral / active EE | $942 | $1,198-21.3% | $1,861-49.4% | $3,740-74.8% |
| Admin fee / account holder | $16 | $466-96.6% | $2,858-99.4% | $513-96.9% |