Filed October 26, 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 INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $84,348 |
Service code 26 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Participants) | $26,944 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,609 | $122,693-10.7% | $184,203-40.5% | $199,593-45.1% |
| Participation rate | 91.6% | 86.8%+4.9pp | 86.8%+4.8pp | 72.0%+19.7pp |
| Annual return | 15.18% | 143.91%-128.7pp | 28.81%-13.6pp | 34.25%-19.1pp |
| Employer contribution / active EE | $6,826 | $4,584+48.9% | $6,427+6.2% | $3,034+125.0% |
| Participant deferral / active EE | $6,295 | $7,990-21.2% | $9,131-31.1% | $5,087+23.8% |
| Admin fee / account holder | $68 | $121-43.3% | $13,901-99.5% | $269-74.6% |