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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $40,540 |
BUCK GLOBAL, LLC8+ years Filed as: BUCK CONSULTANTS LLC Service code 16 P.O. BOX 202617 · DALLAS, TX 75320 | Consulting | $5,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,838 | $106,236-46.5% | $112,228-49.4% | $64,808-12.3% |
| Participation rate | 55.3% | 71.7%-16.4pp | 75.1%-19.8pp | 71.5%-16.2pp |
| Annual return | -18.51% | -6.02%-12.5pp | 27.45%-46.0pp | 32.82%-51.3pp |
| Employer contribution / active EE | $1,169 | $3,166-63.1% | $3,635-67.8% | $2,506-53.4% |
| Participant deferral / active EE | $2,368 | $3,785-37.4% | $4,728-49.9% | $4,310-45.1% |
| Admin fee / account holder | $59 | $452-87.0% | $6,410-99.1% | $188-68.6% |