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 INC9+ years Filed as: T ROWE PRICE Service code 15 · EIN 51-1481931 | Recordkeeping | $151,829 |
AON CONSULTING6 years Filed as: AON HEWITT ASSOCIATES LP Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $63,750 |
GRANT THORNTON LLP9+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $53,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,936 | $52,660+353.7% | $86,612+175.9% | $80,160+198.1% |
| Participation rate | 95.4% | 62.4%+32.9pp | 71.7%+23.7pp | 72.9%+22.4pp |
| Annual return | 19.35% | 24.87%-5.5pp | 591.07%-571.7pp | 40.38%-21.0pp |
| Employer contribution / active EE | $5,601 | $2,140+161.7% | $3,022+85.3% | $2,978+88.1% |
| Participant deferral / active EE | $13,652 | $3,215+324.6% | $4,438+207.6% | $5,017+172.1% |
| Admin fee / account holder | $73 | $113-35.7% | $5,614-98.7% | $145-50.0% |