Filed June 20, 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 | $28,194 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 3150 ALMADEN EXPRESSWAY, SUITE 105 · SAN JOSE, CA 95118 | Accounting | $18,063 |
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 | $223,052 | $69,362+221.6% | $101,248+120.3% | $73,488+203.5% |
| Participation rate | 96.0% | 68.4%+27.6pp | 75.8%+20.2pp | 70.7%+25.3pp |
| Annual return | 16.69% | 18.46%-1.8pp | 46.47%-29.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $6,997 | $2,628+166.2% | $3,660+91.2% | $2,270+208.2% |
| Participant deferral / active EE | $9,513 | $3,300+188.3% | $4,370+117.7% | $3,740+154.4% |
| Admin fee / account holder | $250 | $704-64.5% | $5,945-95.8% | $513-51.3% |