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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON HEWITT ASSOCIATES LP Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $64,921 |
GRANT THORNTON LLP6+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $51,000 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 10 1500 MARKET STREET · PHILEDELPHIA, PA 19102 | Accounting | $44,167 |
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE Service code 15 · EIN 51-1481931 | Recordkeeping | $40,057 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,942 | $47,634+372.2% | $90,404+148.8% | $90,288+149.1% |
| Participation rate | 96.9% | 67.5%+29.4pp | 72.7%+24.2pp | 73.4%+23.5pp |
| Annual return | 17.08% | 19.61%-2.5pp | 1293.02%-1275.9pp | 53.97%-36.9pp |
| Employer contribution / active EE | $5,355 | $1,749+206.2% | $3,262+64.2% | $2,524+112.2% |
| Participant deferral / active EE | $12,545 | $2,824+344.2% | $3,963+216.5% | $4,232+196.4% |
| Admin fee / account holder | $59 | $106-44.5% | $5,611-99.0% | $114-48.4% |