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.
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 |
|---|---|---|
MERCER1+ years Filed as: WILLIAM MERCER Service code 16 · EIN 13-2834414 | Consulting | $60,155 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $48,395 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $44,025 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 37 · EIN 51-1481931 | Loan Processing | $10,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,250 | $34,220+286.5% | $73,843+79.1% | $59,188+123.4% |
| Participation rate | 95.9% | 59.1%+36.8pp | 73.4%+22.5pp | 69.4%+26.5pp |
| Annual return | 1.78% | 3.36%-1.6pp | 2267.84%-2266.1pp | 5.51%-3.7pp |
| Employer contribution / active EE | $5,116 | $1,480+245.7% | $2,787+83.5% | $2,098+143.9% |
| Participant deferral / active EE | $10,620 | $2,035+421.9% | $3,583+196.4% | $3,265+225.3% |
| Admin fee / account holder | $53 | $64-17.3% | $4,880-98.9% | $92-42.5% |