Filed April 11, 2013 (most recent of 3 filings on file)
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 Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $631,458 |
BUCK GLOBAL, LLC6 years Filed as: BUCK GLOBAL LLC Service code 16 PO BOX 207640 · DALLAS, TX 75320 | Consulting | $10,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,181 | $63,356+73.9% | $103,333+6.6% | $106,382+3.6% |
| Participation rate | 84.7% | 84.3%+0.4pp | 74.5%+10.1pp | 69.9%+14.8pp |
| Annual return | 12.52% | 14.77%-2.3pp | 24.88%-12.4pp | 17.37%-4.9pp |
| Employer contribution / active EE | $4,293 | $4,310-0.4% | $3,868+11.0% | $3,364+27.6% |
| Participant deferral / active EE | $6,425 | $3,479+84.7% | $5,057+27.0% | $5,569+15.4% |
| Admin fee / account holder | $41 | $110-63.0% | $8,355-99.5% | $79-48.5% |