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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $87,190 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $62,500 |
CREATIVE PLANNING LLC1 year Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $22,500 |
WEAVER AND TIDWELL, LLP5 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $21,630 |
SMARTDOLLAR2 years Service code 27 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Plan) | $8,379 |
MORNINGSTAR8+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,866 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 PO BOX 952032 · ST LOUIS, MO 631952032 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,094 | $106,236+34.7% | $112,228+27.5% | $64,808+120.8% |
| Participation rate | 93.7% | 71.7%+22.0pp | 75.1%+18.6pp | 71.5%+22.2pp |
| Annual return | -15.66% | -6.02%-9.6pp | 27.45%-43.1pp | 32.82%-48.5pp |
| Employer contribution / active EE | $3,989 | $3,166+26.0% | $3,635+9.8% | $2,506+59.2% |
| Participant deferral / active EE | $9,433 | $3,785+149.2% | $4,728+99.5% | $4,310+118.8% |
| Admin fee / account holder | $271 | $452-40.1% | $6,410-95.8% | $188+44.1% |