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 |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE Service code 15 · EIN 51-1481931 | Recordkeeping | $192,614 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LP Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $87,098 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $47,600 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 10 1500 MARKET STREET · PHILADELPHIA, PA 19102 | Accounting | $35,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,294 | $44,794+331.5% | $90,281+114.1% | $77,787+148.5% |
| Participation rate | 96.1% | 66.6%+29.5pp | 73.3%+22.8pp | 73.2%+22.8pp |
| Annual return | 23.61% | 28.23%-4.6pp | 78.10%-54.5pp | 32.57%-9.0pp |
| Employer contribution / active EE | $5,287 | $1,809+192.3% | $2,854+85.2% | $2,504+111.1% |
| Participant deferral / active EE | $12,151 | $2,642+359.9% | $3,885+212.8% | $3,967+206.3% |
| Admin fee / account holder | $107 | $94+13.4% | $5,351-98.0% | $100+7.0% |