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, LLC2+ years Filed as: BUCK CONSULTANTS LLC Service code 16 PO BOX 202617 · DALLAS, TX 75320 | Consulting | $9,865 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,783 | $54,392-41.6% | $84,750-62.5% | $63,975-50.3% |
| Participation rate | 65.5% | 76.9%-11.4pp | 76.6%-11.1pp | 71.1%-5.7pp |
| Annual return | 9.17% | 611.38%-602.2pp | 22.78%-13.6pp | 48.65%-39.5pp |
| Employer contribution / active EE | $1,015 | $2,943-65.5% | $3,574-71.6% | $2,182-53.5% |
| Participant deferral / active EE | $1,457 | $2,593-43.8% | $3,712-60.8% | $3,356-56.6% |
| Admin fee / account holder | $16 | $136-88.1% | $5,332-99.7% | $70-77.0% |