Filed May 15, 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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $125,773 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $92,699 |
COHNREZNICK LLP9+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $29,400 |
Filed as: MCDERMOTT WILL & EMORY LLP Service code 29 444 WEST LAKE STREET · CHICAGO, IL 60606 | Legal | $10,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,384 | $103,918+136.1% | $94,646+159.3% | $80,160+206.1% |
| Participation rate | 97.8% | 85.8%+12.0pp | 80.8%+17.0pp | 72.9%+24.9pp |
| Annual return | 21.40% | 27.77%-6.4pp | 156.71%-135.3pp | 40.38%-19.0pp |
| Employer contribution / active EE | $9,171 | $3,539+159.1% | $3,672+149.8% | $2,978+208.0% |
| Participant deferral / active EE | $13,607 | $9,528+42.8% | $7,418+83.4% | $5,017+171.2% |
| Admin fee / account holder | $115 | $96+19.5% | $7,231-98.4% | $145-20.5% |