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 |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 16 PO BOX 202617 · DALLAS, TX 75320 | Consulting | $13,833 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,979 | $55,516-49.6% | $75,781-63.1% | $59,188-52.7% |
| Participation rate | 60.5% | 73.6%-13.1pp | 75.8%-15.3pp | 69.4%-8.9pp |
| Annual return | 1.90% | -1.89%+3.8pp | 9.68%-7.8pp | 5.51%-3.6pp |
| Employer contribution / active EE | $818 | $2,604-68.6% | $3,323-75.4% | $2,098-61.0% |
| Participant deferral / active EE | $1,224 | $2,599-52.9% | $3,651-66.5% | $3,265-62.5% |
| Admin fee / account holder | $20 | $110-82.2% | $5,299-99.6% | $92-78.8% |