Filed March 27, 2011
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 INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $176,908 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $60,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,516 | $139,767-5.2% | $153,485-13.7% | $199,593-33.6% |
| Participation rate | 93.2% | 85.1%+8.1pp | 77.1%+16.1pp | 72.0%+21.3pp |
| Annual return | 13.01% | 20.59%-7.6pp | 15.65%-2.6pp | 34.25%-21.2pp |
| Employer contribution / active EE | $4,347 | $6,517-33.3% | $5,039-13.7% | $3,034+43.3% |
| Participant deferral / active EE | $7,409 | $8,055-8.0% | $6,757+9.6% | $5,087+45.7% |
| Admin fee / account holder | $89 | $98-9.0% | $12,724-99.3% | $269-66.9% |