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 |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS INC Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $72,432 |
DELOITTE & TOUCHE LLP5+ years Service code 10 P.O. BOX 844708 · DALLAS, TX 75284 | Accounting | $14,736 |
BUSINESS SOLUTIONS INC1 year Filed as: BUSINESS SOLVER.COM, INC. Service code 17 P.O. BOX 31411 · DES MOINES, IA 50331 | Pension Consulting | $1,629 |
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 | $129,745 | $127,218+2.0% | $392,568-66.9% | $77,787+66.8% |
| Participation rate | 68.7% | 82.0%-13.3pp | 78.1%-9.4pp | 73.2%-4.5pp |
| Annual return | 28.04% | 25.27%+2.8pp | 24.42%+3.6pp | 32.57%-4.5pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $3,783-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,857 | $4,820+0.8% | $5,985-18.8% | $3,967+22.4% |
| Admin fee / account holder | $41 | $89-54.4% | $6,260-99.4% | $100-59.5% |