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, LLC3+ years Filed as: BUCK CONSULTANTS LLC Service code 16 P. O. BOX 202617 · DALLAS, TX 75320 | Consulting | $8,552 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,149 |
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 | $38,124 | $221,442-82.8% | $92,233-58.7% | $77,958-51.1% |
| Participation rate | 61.0% | 79.6%-18.6pp | 76.5%-15.5pp | 71.6%-10.7pp |
| Annual return | 22.00% | 15.65%+6.3pp | 176.28%-154.3pp | 20.87%+1.1pp |
| Employer contribution / active EE | $1,071 | $3,226-66.8% | $3,679-70.9% | $2,310-53.6% |
| Participant deferral / active EE | $1,519 | $2,779-45.3% | $3,897-61.0% | $3,537-57.0% |
| Admin fee / account holder | $15 | $210-93.0% | $5,194-99.7% | $97-84.9% |