Filed April 5, 2013 (most recent of 4 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 |
|---|---|---|
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $64,000 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 24 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Discretionary Trustee | $6,795 |
BAIRD FUNDS1+ years Filed as: ROBERT HANULA Service code 16 PO BOX 35399 · JUNEAU, AK 99803 | Consulting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,179 | $99,628-7.5% | $105,218-12.4% | $59,188+55.7% |
| Participation rate | 64.6% | 80.5%-15.9pp | 77.2%-12.7pp | 69.4%-4.9pp |
| Annual return | 8.87% | 3.21%+5.7pp | 5.33%+3.5pp | 5.51%+3.4pp |
| Employer contribution / active EE | $0 | $2,454-100.0% | $3,255-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,902 | $4,189-6.9% | $4,867-19.8% | $3,265+19.5% |
| Admin fee / account holder | $42 | $62-32.7% | $6,992-99.4% | $92-54.4% |