Filed October 12, 2011 (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 INC4+ years Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 52-1714114 | Recordkeeping | $642,330 |
AON CONSULTING5+ years Filed as: AON CONSULTING INC Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $104,067 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $17,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,195 | $71,757+15.9% | $75,886+9.6% | $82,204+1.2% |
| Participation rate | 98.3% | 69.0%+29.4pp | 69.3%+29.1pp | 73.4%+24.9pp |
| Annual return | 21.81% | 22.77%-1.0pp | 30.76%-9.0pp | 26.31%-4.5pp |
| Employer contribution / active EE | $2,069 | $2,325-11.0% | $2,500-17.3% | $2,707-23.6% |
| Participant deferral / active EE | $4,998 | $3,327+50.2% | $3,603+38.7% | $4,246+17.7% |
| Admin fee / account holder | $94 | $87+8.0% | $5,418-98.3% | $76+23.9% |