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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $39,474 |
Service code 16 420 LEXINGTON AVE · NEW YORK, NY 10170 | Consulting | $5,496 |
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 | $38,045 | $60,396-37.0% | $83,848-54.6% | $75,289-49.5% |
| Participation rate | 59.7% | 80.7%-21.0pp | 76.1%-16.5pp | 72.4%-12.7pp |
| Annual return | -3.18% | 3.84%-7.0pp | 850.88%-854.1pp | -0.04%-3.1pp |
| Employer contribution / active EE | $1,213 | $3,343-63.7% | $3,631-66.6% | $2,405-49.5% |
| Participant deferral / active EE | $1,845 | $2,922-36.9% | $4,082-54.8% | $3,739-50.7% |
| Admin fee / account holder | $52 | $141-63.0% | $5,478-99.0% | $102-48.9% |