Filed October 3, 2013
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 INC10+ years Filed as: T ROWE PRICE Service code 15 · EIN 51-1481931 | Recordkeeping | $142,663 |
AON CONSULTING7 years Filed as: AON HEWITT ASSOCIATES LP Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $109,225 |
GRANT THORNTON LLP10+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $54,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,435 | $55,527+385.2% | $81,783+229.4% | $199,768+34.9% |
| Participation rate | 90.5% | 62.7%+27.7pp | 72.4%+18.1pp | 72.0%+18.5pp |
| Annual return | 14.17% | 19.58%-5.4pp | 775.05%-760.9pp | 34.26%-20.1pp |
| Employer contribution / active EE | $6,032 | $2,111+185.7% | $2,913+107.1% | $3,037+98.7% |
| Participant deferral / active EE | $14,668 | $3,296+345.1% | $4,320+239.5% | $5,090+188.2% |
| Admin fee / account holder | $83 | $347-76.0% | $7,380-98.9% | $269-69.0% |