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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $638,048 |
BUCK GLOBAL, LLC3 years Filed as: BUCK GLOBAL LLC Service code 16 PO BOX 207640 · DALLAS, TX 75320 | Consulting | $21,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,406 | $65,673+81.8% | $109,143+9.4% | $106,520+12.1% |
| Participation rate | 81.5% | 82.6%-1.1pp | 75.9%+5.6pp | 71.3%+10.2pp |
| Annual return | 14.73% | 15.69%-1.0pp | 25.75%-11.0pp | 19.28%-4.6pp |
| Employer contribution / active EE | $3,237 | $4,042-19.9% | $3,722-13.0% | $2,840+14.0% |
| Participant deferral / active EE | $5,579 | $3,449+61.8% | $4,653+19.9% | $4,948+12.8% |
| Admin fee / account holder | $48 | $107-54.8% | $6,752-99.3% | $75-35.1% |