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 INC8+ years Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 52-1714114 | Recordkeeping | $513,640 |
AON CONSULTING9+ years Filed as: AON CONSULTING INC Service code 16 200 E. RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $138,432 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $22,582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,197 | $85,257+22.2% | $70,515+47.8% | $103,482+0.7% |
| Participation rate | 97.7% | 71.0%+26.8pp | 68.3%+29.4pp | 73.3%+24.4pp |
| Annual return | 16.99% | 25.37%-8.4pp | 32.77%-15.8pp | 33.11%-16.1pp |
| Employer contribution / active EE | $2,814 | $3,007-6.4% | $2,973-5.4% | $3,208-12.3% |
| Participant deferral / active EE | $6,634 | $4,773+39.0% | $4,567+45.3% | $5,207+27.4% |
| Admin fee / account holder | $81 | $89-8.0% | $6,412-98.7% | $114-28.7% |