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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $25,499 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 3150 ALMADEN EXPRESSWAY, SUITE 105 · SAN JOSE, CA 95118 | Accounting | $10,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,521 | $76,670+186.3% | $96,683+127.1% | $71,457+207.2% |
| Participation rate | 95.0% | 66.6%+28.4pp | 74.3%+20.7pp | 67.9%+27.1pp |
| Annual return | 17.52% | 48.29%-30.8pp | 35.69%-18.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $9,886 | $3,031+226.1% | $3,737+164.6% | $2,588+282.0% |
| Participant deferral / active EE | $10,891 | $3,771+188.8% | $4,878+123.3% | $4,289+154.0% |
| Admin fee / account holder | $169 | $2,028-91.7% | $6,730-97.5% | $1,587-89.3% |