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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $540,168 |
Service code 16 420 LEXINGTON AVE · NEW YORK, NY 10170 | Consulting | $21,756 |
BUCK GLOBAL, LLC4+ years Filed as: BUCK CONSULTANTS LLC Service code 16 PO BOX 202617 · DALLAS, TX 75320 | Consulting | $15,839 |
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 | $83,631 | $49,973+67.4% | $83,848-0.3% | $73,367+14.0% |
| Participation rate | 78.3% | 77.8%+0.5pp | 76.1%+2.2pp | 69.5%+8.8pp |
| Annual return | -3.27% | 0.83%-4.1pp | 850.88%-854.1pp | 173.45%-176.7pp |
| Employer contribution / active EE | $2,809 | $3,293-14.7% | $3,631-22.6% | $2,499+12.4% |
| Participant deferral / active EE | $4,758 | $2,341+103.3% | $4,082+16.6% | $4,033+18.0% |
| Admin fee / account holder | $46 | $95-52.0% | $5,478-99.2% | $68-33.2% |