Filed March 27, 2015 (most recent of 3 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 |
|---|---|---|
ACCUITY LLP3 years Service code 10 P.O. BOX 31000 · HONOLULU, HI 96849 | Accounting | $16,753 |
T ROWE PRICE RPS INC6+ years Service code 33 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Securities brokerage commissions and ... | $9,395 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,689 |
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 | $135,539 | $105,581+28.4% | $70,449+92.4% | $90,288+50.1% |
| Participation rate | 98.8% | 77.5%+21.3pp | 75.1%+23.8pp | 73.4%+25.5pp |
| Annual return | 15.57% | 14.78%+0.8pp | 109.03%-93.5pp | 53.97%-38.4pp |
| Employer contribution / active EE | $7,093 | $3,304+114.7% | $2,737+159.2% | $2,524+181.0% |
| Participant deferral / active EE | $7,664 | $3,813+101.0% | $3,709+106.6% | $4,232+81.1% |
| Admin fee / account holder | $11 | $68-84.2% | $3,845-99.7% | $114-90.6% |