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 INC5+ years Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 52-1714114 | Recordkeeping | $564,765 |
AON CONSULTING6+ years Filed as: AON CONSULTING INC Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $106,829 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $18,400 |
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 | $96,649 | $81,725+18.3% | $81,983+17.9% | $93,223+3.7% |
| Participation rate | 97.3% | 71.9%+25.4pp | 69.2%+28.1pp | 74.9%+22.4pp |
| Annual return | 15.47% | 20.25%-4.8pp | 41.31%-25.8pp | 19.29%-3.8pp |
| Employer contribution / active EE | $2,237 | $2,446-8.6% | $2,498-10.5% | $2,680-16.5% |
| Participant deferral / active EE | $5,276 | $3,747+40.8% | $3,722+41.8% | $4,563+15.6% |
| Admin fee / account holder | $89 | $92-3.5% | $5,664-98.4% | $79+12.3% |