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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $698,950 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 16 PO BOX 207640 · DALLAS, TX 75320 | Consulting | $29,312 |
BUCK GLOBAL, LLC5+ years Filed as: BUCK CONSULTANTS LLC Service code 16 P. O. BOX 202617 · DALLAS, TX 75320 | Consulting | $6,390 |
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 | $93,022 | $49,105+89.4% | $92,893+0.1% | $89,569+3.9% |
| Participation rate | 80.6% | 79.0%+1.6pp | 76.0%+4.6pp | 69.6%+11.0pp |
| Annual return | 22.82% | 32.35%-9.5pp | 109.41%-86.6pp | 34.56%-11.7pp |
| Employer contribution / active EE | $2,949 | $3,373-12.6% | $3,653-19.3% | $2,584+14.1% |
| Participant deferral / active EE | $4,981 | $2,531+96.8% | $4,236+17.6% | $4,220+18.0% |
| Admin fee / account holder | $54 | $93-42.0% | $5,794-99.1% | $72-25.1% |