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 LLP4+ years Service code 10 P.O. BOX 844708 · DALLAS, TX 75284 | Accounting | $71,450 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $5,906 |
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 | $106,316 | $118,101-10.0% | $106,387-0.1% | $75,289+41.2% |
| Participation rate | 68.1% | 81.4%-13.3pp | 77.5%-9.3pp | 72.4%-4.3pp |
| Annual return | -2.03% | -2.42%+0.4pp | 0.25%-2.3pp | -0.04%-2.0pp |
| Employer contribution / active EE | $0 | $2,880-100.0% | $3,520-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,487 | $4,681-4.2% | $5,421-17.2% | $3,739+20.0% |
| Admin fee / account holder | $35 | $85-58.4% | $7,510-99.5% | $102-65.6% |