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 INC7+ years Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 52-1714114 | Recordkeeping | $567,660 |
AON CONSULTING8+ years Filed as: AON CONSULTING INC Service code 16 200 E. RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $88,006 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $21,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,150 | $84,572+4.2% | $68,791+28.1% | $78,044+12.9% |
| Participation rate | 97.7% | 73.3%+24.4pp | 69.0%+28.6pp | 74.4%+23.2pp |
| Annual return | -15.78% | -13.88%-1.9pp | -6.38%-9.4pp | 10.87%-26.7pp |
| Employer contribution / active EE | $2,764 | $3,358-17.7% | $2,655+4.1% | $3,125-11.5% |
| Participant deferral / active EE | $6,369 | $4,666+36.5% | $3,941+61.6% | $5,084+25.3% |
| Admin fee / account holder | $81 | $90-10.2% | $4,932-98.4% | $79+2.1% |