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 INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $23,312 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS3 years 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 HARTFORD3 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
LEGG MASON2 years Service code 28 | Investment Management | $0 |
LEGG MASON3 years Filed as: LEGG MASON FUNDS Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LORD ABBETT3 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MET WEST FUNDS3 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
THE VANGUARD GROUP, INC.3 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,065 | $52,293-73.1% | $178,490-92.1% | $73,409-80.8% |
| Participation rate | 66.8% | 65.3%+1.4pp | 81.9%-15.2pp | 72.2%-5.4pp |
| Annual return | 7.51% | 34.75%-27.2pp | 151.07%-143.6pp | 59.29%-51.8pp |
| Employer contribution / active EE | $402 | $1,735-76.8% | $5,011-92.0% | $2,234-82.0% |
| Participant deferral / active EE | $1,942 | $2,332-16.7% | $5,202-62.7% | $3,805-49.0% |
| Admin fee / account holder | $58 | $127-54.3% | $13,984-99.6% | $158-63.1% |