Filed February 27, 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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $226,936 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 16 1300 THAMES STREET · BALTIMORE, MD 21231 | Consulting | $101,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,526 | $58,644-27.5% | $177,989-76.1% | $199,593-78.7% |
| Participation rate | 92.4% | 65.5%+26.9pp | 77.1%+15.3pp | 72.0%+20.4pp |
| Annual return | 16.46% | 19.25%-2.8pp | 294.48%-278.0pp | 34.25%-17.8pp |
| Employer contribution / active EE | $878 | $1,801-51.3% | $3,949-77.8% | $3,034-71.1% |
| Participant deferral / active EE | $5,309 | $4,248+25.0% | $6,276-15.4% | $5,087+4.4% |
| Admin fee / account holder | $97 | $145-33.4% | $10,363-99.1% | $269-64.0% |