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 INC10+ years Filed as: T ROWE PRICE Service code 15 · EIN 51-1481931 | Recordkeeping | $142,663 |
AON CONSULTING7 years Filed as: AON HEWITT ASSOCIATES LP Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $109,225 |
GRANT THORNTON LLP10+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $54,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,435 | $55,331+386.9% | $81,812+229.3% | $199,593+35.0% |
| Participation rate | 90.5% | 62.5%+28.0pp | 72.3%+18.1pp | 72.0%+18.5pp |
| Annual return | 14.17% | 19.59%-5.4pp | 773.79%-759.6pp | 34.25%-20.1pp |
| Employer contribution / active EE | $6,032 | $2,101+187.1% | $2,912+107.1% | $3,034+98.8% |
| Participant deferral / active EE | $14,668 | $3,283+346.8% | $4,319+239.7% | $5,087+188.4% |
| Admin fee / account holder | $83 | $346-75.9% | $7,386-98.9% | $269-69.0% |