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 INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $128,522 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 16 · EIN 59-1237041 | Consulting | $52,000 |
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 | $90,057 | $66,457+35.5% | $81,382+10.7% | $77,643+16.0% |
| Participation rate | 97.6% | 68.7%+28.8pp | 69.5%+28.1pp | 70.6%+27.0pp |
| Annual return | 13.51% | 15.93%-2.4pp | 24.73%-11.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $6,241 | $2,159+189.0% | $2,463+153.4% | $2,726+129.0% |
| Participant deferral / active EE | $6,025 | $3,679+63.8% | $3,883+55.2% | $4,647+29.7% |
| Admin fee / account holder | $149 | $583-74.4% | $5,768-97.4% | $430-65.3% |