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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $25,153 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 3150 ALMADEN EXPRESSWAY, SUITE 105 · SAN JOSE, CA 95118 | Accounting | $11,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,165 | $64,119+204.4% | $112,228+73.9% | $66,914+191.7% |
| Participation rate | 94.6% | 68.5%+26.1pp | 75.1%+19.5pp | 69.8%+24.8pp |
| Annual return | -16.24% | -13.81%-2.4pp | 27.45%-43.7pp | 1.58%-17.8pp |
| Employer contribution / active EE | $7,817 | $3,005+160.1% | $3,635+115.1% | $2,544+207.2% |
| Participant deferral / active EE | $10,326 | $3,693+179.6% | $4,728+118.4% | $4,237+143.7% |
| Admin fee / account holder | $181 | $625-71.0% | $6,410-97.2% | $593-69.4% |