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 INC9+ years Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 52-1714114 | Recordkeeping | $532,837 |
AON CONSULTING10+ years Filed as: AON CONSULTING INC Service code 16 200 E. RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $63,852 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $23,243 |
CREATIVE PLANNING LLC1 year Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $13,333 |
Filed as: QDRO CONSULTANTS Service code 19 3071 PEARL ROAD · MEDINA, OH 44256 | Securities Custodian | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,269 | $96,188+21.9% | $75,972+54.4% | $99,062+18.4% |
| Participation rate | 97.7% | 72.7%+25.0pp | 69.1%+28.7pp | 71.6%+26.1pp |
| Annual return | 12.17% | 16.48%-4.3pp | 359.55%-347.4pp | 17.66%-5.5pp |
| Employer contribution / active EE | $3,033 | $3,167-4.2% | $2,685+13.0% | $3,262-7.0% |
| Participant deferral / active EE | $7,131 | $4,842+47.3% | $4,255+67.6% | $5,331+33.8% |
| Admin fee / account holder | $79 | $87-9.7% | $6,467-98.8% | $109-27.7% |