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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,081,142 |
FORVIS MAZARS, LLP1 year Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $21,900 |
MORNINGSTAR9+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $15,205 |
ALIGHT SOLUTIONS LLC4 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,601 | $53,531+28.2% | $86,188-20.4% | $96,393-28.8% |
| Participation rate | 58.9% | 53.4%+5.5pp | 69.0%-10.0pp | 71.3%-12.3pp |
| Annual return | 20.85% | 20.51%+0.3pp | 1168.45%-1147.6pp | 22.88%-2.0pp |
| Employer contribution / active EE | $2,299 | $1,158+98.5% | $2,380-3.4% | $3,238-29.0% |
| Participant deferral / active EE | $3,263 | $1,965+66.1% | $3,985-18.1% | $5,455-40.2% |
| Admin fee / account holder | $50 | $55-9.0% | $6,852-99.3% | $74-31.7% |