Filed August 1, 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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $87,924 |
Filed as: HUB INTERNATIONAL Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,000 |
CLIFTONLARSONALLEN LLP4 years Service code 27 · EIN 41-0746749 | Advisory (Plan) | $6,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,136 | $72,254-8.5% | $86,677-23.7% | $64,808+2.0% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.6%+19.2pp | 71.5%+24.3pp |
| Annual return | -16.26% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,901 | $2,393+21.2% | $2,836+2.3% | $2,506+15.8% |
| Participant deferral / active EE | $4,110 | $4,658-11.8% | $4,656-11.7% | $4,310-4.6% |
| Admin fee / account holder | $138 | $174-20.5% | $7,493-98.2% | $188-26.4% |