Filed October 16, 2009
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 Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $19,315 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS1 year Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
LEGG MASON1 year Filed as: LEGG MASON FUNDS Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LORD ABBETT1 year Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MET WEST FUNDS1 year Service code 28 · EIN 95-4597302 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS,INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,157 | $37,196-67.3% | $154,107-92.1% | $55,725-78.2% |
| Participation rate | 69.6% | 64.1%+5.5pp | 83.0%-13.4pp | 70.9%-1.3pp |
| Annual return | 7.06% | 1319.68%-1312.6pp | 735.12%-728.1pp | 244.93%-237.9pp |
| Employer contribution / active EE | $288 | $1,614-82.2% | $5,298-94.6% | $2,078-86.2% |
| Participant deferral / active EE | $1,589 | $2,068-23.2% | $5,081-68.7% | $3,356-52.7% |
| Admin fee / account holder | $49 | $102-51.3% | $13,411-99.6% | $115-57.1% |