Filed January 4, 2012 (most recent of 4 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 INC2 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $2,199,527 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,920,840 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,339,126 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,505 | $167,668-19.8% | $100,383+34.0% | $106,408+26.4% |
| Participation rate | 96.2% | 87.6%+8.7pp | 81.5%+14.7pp | 69.9%+26.3pp |
| Annual return | 15.47% | 18.33%-2.9pp | 49.26%-33.8pp | 17.37%-1.9pp |
| Employer contribution / active EE | $5,212 | $4,908+6.2% | $3,944+32.2% | $3,361+55.0% |
| Participant deferral / active EE | $8,196 | $11,427-28.3% | $8,086+1.4% | $5,567+47.2% |
| Admin fee / account holder | $92 | $94-2.0% | $7,900-98.8% | $79+16.2% |