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 |
|---|---|---|
MERCER2+ years Filed as: WILLIAM MERCER Service code 16 · EIN 13-2834414 | Consulting | $47,185 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $46,240 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 37 · EIN 51-1481931 | Loan Processing | $8,910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,207 | $34,495+289.1% | $78,689+70.6% | $63,975+109.8% |
| Participation rate | 96.6% | 60.8%+35.8pp | 73.6%+23.1pp | 71.1%+25.5pp |
| Annual return | 7.29% | 11.62%-4.3pp | 62.18%-54.9pp | 48.65%-41.4pp |
| Employer contribution / active EE | $4,831 | $1,398+245.5% | $2,851+69.5% | $2,182+121.4% |
| Participant deferral / active EE | $10,124 | $2,100+382.0% | $3,517+187.9% | $3,356+201.6% |
| Admin fee / account holder | $32 | $68-53.6% | $4,510-99.3% | $70-55.3% |