Filed December 25, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $83,826 |
CREATIVE PLANNING LLC3 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $70,000 |
WEAVER AND TIDWELL, LLP7 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $25,020 |
THE LAMPO GROUP, INC.7 years Service code 27 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Plan) | $8,737 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,499 | $82,917+108.0% | $103,333+66.9% | $77,643+122.2% |
| Participation rate | 94.3% | 71.6%+22.8pp | 74.5%+19.8pp | 70.6%+23.8pp |
| Annual return | 7.94% | 19.13%-11.2pp | 24.88%-16.9pp | 31.24%-23.3pp |
| Employer contribution / active EE | $6,192 | $3,552+74.4% | $3,868+60.1% | $2,726+127.2% |
| Participant deferral / active EE | $10,006 | $4,108+143.5% | $5,057+97.8% | $4,647+115.3% |
| Admin fee / account holder | $283 | $638-55.6% | $8,355-96.6% | $430-34.2% |