Filed January 13, 2013 (most recent of 2 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 INC2+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $6,255 |
AMERICAN FUNDS2+ years Filed as: AMERCIAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BEACON Service code 28 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT Service code 28 · EIN 20-0623152 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE Service code 28 | Investment Management | $0 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS2+ years Service code 28 | Investment Management | $0 |
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 | $31,351 | $57,103-45.1% | $87,507-64.2% | $57,658-45.6% |
| Participation rate | 84.3% | 64.3%+20.0pp | 73.8%+10.5pp | 70.2%+14.1pp |
| Annual return | 7.96% | 12.71%-4.7pp | 12.21%-4.2pp | 5.13%+2.8pp |
| Employer contribution / active EE | $537 | $1,107-51.5% | $2,550-78.9% | $1,974-72.8% |
| Participant deferral / active EE | $4,627 | $2,250+105.7% | $3,149+47.0% | $3,061+51.2% |
| Admin fee / account holder | $17 | $281-94.0% | $4,221-99.6% | $95-82.1% |