Filed September 3, 2010 (most recent of 3 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 |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $842,816 |
MORNINGSTAR7+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $15,331 |
ALIGHT SOLUTIONS LLC2 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $9,750 |
BKD, LLP4 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $7,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,144 | $55,785+18.6% | $96,562-31.5% | $106,520-37.9% |
| Participation rate | 53.1% | 53.4%-0.3pp | 69.8%-16.7pp | 71.3%-18.2pp |
| Annual return | 17.08% | 17.66%-0.6pp | 37.78%-20.7pp | 19.28%-2.2pp |
| Employer contribution / active EE | $1,953 | $1,042+87.5% | $2,356-17.1% | $2,840-31.2% |
| Participant deferral / active EE | $2,828 | $1,782+58.7% | $3,849-26.5% | $4,948-42.8% |
| Admin fee / account holder | $42 | $59-27.7% | $6,181-99.3% | $75-43.1% |