Filed July 18, 2013
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 Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $84,619 |
ELLWOOD ASSOCIATES4 years Filed as: J.H. ELLWOOD & ASSOCIATES INC Service code 16 · EIN 36-3121777 | Consulting | $78,978 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 10 · EIN 52-1396995 | Accounting | $5,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,447 | $52,293+357.9% | $178,490+34.2% | $73,409+226.2% |
| Participation rate | 96.0% | 65.3%+30.7pp | 81.9%+14.1pp | 72.2%+23.9pp |
| Annual return | 14.64% | 34.75%-20.1pp | 151.07%-136.4pp | 59.29%-44.7pp |
| Employer contribution / active EE | $12,496 | $1,735+620.1% | $5,011+149.4% | $2,234+459.4% |
| Participant deferral / active EE | $9,910 | $2,332+324.9% | $5,202+90.5% | $3,805+160.4% |
| Admin fee / account holder | $182 | $127+42.8% | $13,984-98.7% | $158+15.2% |