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 |
|---|---|---|
MERCER3+ years Filed as: WILLIAM MERCER Service code 16 · EIN 13-2834414 | Consulting | $79,311 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $46,240 |
Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET STREET · PHILADELPHIA, PA 19102 | Consulting | $34,193 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 37 · EIN 51-1481931 | Loan Processing | $23,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,863 | $41,256+285.1% | $86,590+83.5% | $77,958+103.8% |
| Participation rate | 96.5% | 63.0%+33.5pp | 73.5%+22.9pp | 71.6%+24.8pp |
| Annual return | 20.21% | 17.67%+2.5pp | 964.84%-944.6pp | 20.87%-0.7pp |
| Employer contribution / active EE | $5,173 | $1,613+220.8% | $2,839+82.2% | $2,310+123.9% |
| Participant deferral / active EE | $10,875 | $2,332+366.3% | $3,609+201.4% | $3,537+207.5% |
| Admin fee / account holder | $55 | $71-22.7% | $4,906-98.9% | $97-43.8% |