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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $91,445 |
Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $67,287 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 PO BOX 643792 · CINCINNATI, OH 45264 | Accounting | $15,250 |
Filed as: REDW WEALTH LLC Service code 26 · EIN 85-0467977 | Advisory (Participants) | $10,480 |
L ROY PAPP & ASSOCIATES LLP2 years Service code 26 · EIN 86-0641993 | Advisory (Participants) | $9,103 |
Filed as: PHYSICIAN WEALTH SOLUTIONS INC Service code 26 · EIN 46-3705575 | Advisory (Participants) | $5,165 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $142 |
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 | $219,076 | $46,292+373.2% | $143,757+52.4% | $64,808+238.0% |
| Participation rate | 94.4% | 64.2%+30.2pp | 80.3%+14.1pp | 71.5%+22.9pp |
| Annual return | -15.07% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $12,562 | $1,910+557.8% | $4,951+153.7% | $2,506+401.3% |
| Participant deferral / active EE | $10,537 | $2,646+298.3% | $5,637+86.9% | $4,310+144.5% |
| Admin fee / account holder | $187 | $154+21.6% | $14,673-98.7% | $188-0.5% |