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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $988,226 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $15,800 |
MORNINGSTAR8+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $15,178 |
ALIGHT SOLUTIONS LLC3 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $12,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,421 | $47,540+14.5% | $79,550-31.6% | $89,394-39.1% |
| Participation rate | 56.3% | 54.9%+1.4pp | 69.5%-13.2pp | 71.3%-15.0pp |
| Annual return | -17.54% | -8.05%-9.5pp | 0.16%-17.7pp | -11.89%-5.7pp |
| Employer contribution / active EE | $2,085 | $1,122+85.9% | $2,413-13.6% | $3,022-31.0% |
| Participant deferral / active EE | $2,995 | $1,961+52.7% | $3,985-24.9% | $5,123-41.5% |
| Admin fee / account holder | $47 | $59-20.4% | $6,832-99.3% | $79-41.4% |