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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $681,579 |
BUCK GLOBAL, LLC4 years Filed as: BUCK GLOBAL LLC Service code 16 PO BOX 207640 · DALLAS, TX 75320 | Consulting | $44,191 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,225 | $51,785+78.1% | $112,228-17.8% | $89,394+3.2% |
| Participation rate | 80.6% | 82.2%-1.5pp | 75.1%+5.6pp | 71.3%+9.4pp |
| Annual return | -16.97% | -11.06%-5.9pp | 27.45%-44.4pp | -11.89%-5.1pp |
| Employer contribution / active EE | $3,214 | $3,782-15.0% | $3,635-11.6% | $3,022+6.4% |
| Participant deferral / active EE | $5,498 | $3,425+60.6% | $4,728+16.3% | $5,123+7.3% |
| Admin fee / account holder | $50 | $102-50.9% | $6,410-99.2% | $79-37.3% |