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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $69,210 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS LLC Service code 16 P O BOX 202617 · DALLAS, TX 75320 | Consulting | $23,423 |
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 | $81,481 | $51,897+57.0% | $84,750-3.9% | $329,111-75.2% |
| Participation rate | 73.1% | 73.2%-0.1pp | 76.6%-3.5pp | 67.9%+5.2pp |
| Annual return | 8.40% | 11.82%-3.4pp | 22.78%-14.4pp | 16.35%-8.0pp |
| Employer contribution / active EE | $2,497 | $3,022-17.4% | $3,574-30.1% | $2,303+8.4% |
| Participant deferral / active EE | $4,161 | $2,346+77.4% | $3,712+12.1% | $3,682+13.0% |
| Admin fee / account holder | $8 | $97-91.6% | $5,332-99.8% | $754-98.9% |