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 LLP3+ years Service code 10 P.O. BOX 844708 · DALLAS, TX 75284 | Accounting | $137,200 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,225 |
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 | $121,784 | $117,734+3.4% | $115,752+5.2% | $77,958+56.2% |
| Participation rate | 61.3% | 82.0%-20.7pp | 77.8%-16.5pp | 71.6%-10.4pp |
| Annual return | 26.45% | 17.65%+8.8pp | 19.41%+7.0pp | 20.87%+5.6pp |
| Employer contribution / active EE | $0 | $2,736-100.0% | $3,492-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,925 | $4,435-11.5% | $5,204-24.6% | $3,537+11.0% |
| Admin fee / account holder | $41 | $75-45.4% | $6,278-99.3% | $97-58.0% |