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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $85,059 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $83,277 |
Filed as: CBIZ CPAS P.C. Service code 10 PO BOX 643792 · CINCINNATI, OH 45264 | Accounting | $34,650 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $26,217 |
Service code 10 PO BOX 643792 · CINCINNATI, OH 45264 | Accounting | $5,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,651 | $47,126+414.9% | $149,673+62.1% | $74,419+226.1% |
| Participation rate | 94.6% | 63.4%+31.2pp | 78.8%+15.9pp | 70.7%+23.9pp |
| Annual return | 17.08% | 22.75%-5.7pp | 134.42%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $13,183 | $1,905+591.9% | $4,818+173.6% | $2,637+399.9% |
| Participant deferral / active EE | $11,131 | $2,728+308.1% | $5,680+96.0% | $4,528+145.8% |
| Admin fee / account holder | $214 | $343-37.6% | $13,210-98.4% | $348-38.5% |