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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $57,705 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 16 PO BOX 202617 · DALLAS, TX 75320 | Consulting | $38,482 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,148 | $69,651+12.2% | $75,781+3.1% | $69,651+12.2% |
| Participation rate | 71.7% | 66.6%+5.2pp | 75.8%-4.1pp | 66.6%+5.2pp |
| Annual return | 2.01% | 53.77%-51.8pp | 9.68%-7.7pp | 53.77%-51.8pp |
| Employer contribution / active EE | $2,367 | $2,241+5.6% | $3,323-28.8% | $2,241+5.6% |
| Participant deferral / active EE | $4,039 | $3,635+11.1% | $3,651+10.6% | $3,635+11.1% |
| Admin fee / account holder | $9 | $63-85.9% | $5,299-99.8% | $63-85.9% |