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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $718,876 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 16 PO BOX 207640 · DALLAS, TX 75320 | Consulting | $25,580 |
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 | $108,238 | $52,155+107.5% | $101,248+6.9% | $106,222+1.9% |
| Participation rate | 83.9% | 81.2%+2.7pp | 75.8%+8.1pp | 70.8%+13.1pp |
| Annual return | 17.11% | 13.07%+4.0pp | 46.47%-29.4pp | 21.69%-4.6pp |
| Employer contribution / active EE | $3,514 | $3,414+2.9% | $3,660-4.0% | $2,723+29.0% |
| Participant deferral / active EE | $5,616 | $2,716+106.8% | $4,370+28.5% | $4,600+22.1% |
| Admin fee / account holder | $56 | $102-44.9% | $5,945-99.1% | $78-28.6% |