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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $620,140 |
BUCK GLOBAL, LLC5 years Filed as: BUCK GLOBAL LLC Service code 16 PO BOX 207640 · DALLAS, TX 75320 | Consulting | $20,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,171 | $55,730+85.1% | $96,683+6.7% | $96,393+7.0% |
| Participation rate | 83.1% | 82.8%+0.2pp | 74.3%+8.7pp | 71.3%+11.8pp |
| Annual return | 17.75% | 12.78%+5.0pp | 35.69%-17.9pp | 22.88%-5.1pp |
| Employer contribution / active EE | $3,547 | $4,014-11.6% | $3,737-5.1% | $3,238+9.5% |
| Participant deferral / active EE | $5,724 | $3,393+68.7% | $4,878+17.3% | $5,455+4.9% |
| Admin fee / account holder | $42 | $105-60.1% | $6,730-99.4% | $74-43.0% |