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. $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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $104,235 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $90,000 |
WEAVER AND TIDWELL, LLP4 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $21,359 |
SMARTDOLLAR1 year Service code 27 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Plan) | $10,042 |
MORNINGSTAR7+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $6,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,777 | $78,275+138.6% | $109,143+71.1% | $86,799+115.2% |
| Participation rate | 95.8% | 73.8%+21.9pp | 75.9%+19.9pp | 72.3%+23.5pp |
| Annual return | 13.42% | 19.14%-5.7pp | 25.75%-12.3pp | 97.91%-84.5pp |
| Employer contribution / active EE | $2,996 | $3,105-3.5% | $3,722-19.5% | $2,405+24.6% |
| Participant deferral / active EE | $9,629 | $3,641+164.5% | $4,653+106.9% | $4,131+133.1% |
| Admin fee / account holder | $208 | $198+4.6% | $6,752-96.9% | $170+22.4% |