Filed November 29, 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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $96,077 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 16 · EIN 59-1237041 | Consulting | $52,000 |
HAWLEY TROXELL1 year Filed as: HAWLEY, TROXELL ENNIS & HAWLEY LLP Service code 29 877 MAIN STREET · BOISE, ID 83702 | Legal | $21,970 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,130 | $69,823+46.3% | $77,163+32.4% | $74,419+37.2% |
| Participation rate | 87.5% | 70.0%+17.5pp | 69.6%+18.0pp | 70.7%+16.8pp |
| Annual return | 64.40% | 19.98%+44.4pp | 37.87%+26.5pp | 34.38%+30.0pp |
| Employer contribution / active EE | $4,805 | $2,150+123.5% | $2,535+89.6% | $2,637+82.2% |
| Participant deferral / active EE | $4,371 | $3,558+22.9% | $3,833+14.0% | $4,528-3.5% |
| Admin fee / account holder | $139 | $398-65.0% | $5,472-97.5% | $348-60.0% |