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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $77,888 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS LLC Service code 16 P. O. BOX 202617 · DALLAS, TX 75320 | Consulting | $36,527 |
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 | $90,353 | $54,788+64.9% | $92,233-2.0% | $80,976+11.6% |
| Participation rate | 77.3% | 77.1%+0.2pp | 76.5%+0.8pp | 68.3%+9.0pp |
| Annual return | 20.29% | 13.07%+7.2pp | 176.28%-156.0pp | 22.91%-2.6pp |
| Employer contribution / active EE | $2,637 | $3,430-23.1% | $3,679-28.3% | $2,402+9.8% |
| Participant deferral / active EE | $4,509 | $2,438+85.0% | $3,897+15.7% | $3,848+17.2% |
| Admin fee / account holder | $9 | $96-90.2% | $5,194-99.8% | $67-86.1% |