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 INC8+ years Filed as: T ROWE PRICE Service code 15 · EIN 51-1481931 | Recordkeeping | $142,160 |
AON CONSULTING5 years Filed as: AON HEWITT ASSOCIATES LP Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $85,000 |
GRANT THORNTON LLP8+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $52,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,833 | $43,113+384.4% | $82,719+152.5% | $77,904+168.1% |
| Participation rate | 94.3% | 63.8%+30.5pp | 72.6%+21.8pp | 73.7%+20.6pp |
| Annual return | -17.87% | 2.60%-20.5pp | 701.18%-719.0pp | 12.21%-30.1pp |
| Employer contribution / active EE | $5,569 | $1,924+189.4% | $3,009+85.1% | $2,848+95.6% |
| Participant deferral / active EE | $13,396 | $3,057+338.3% | $4,395+204.8% | $4,806+178.7% |
| Admin fee / account holder | $79 | $102-22.5% | $5,329-98.5% | $133-40.2% |