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 LLP6+ years Service code 10 P.O. BOX 844708 · DALLAS, TX 75284 | Accounting | $70,000 |
FISHER & PHILLIPS1 year Filed as: FISHER & PHILLIPS LLP Service code 29 150 N. RADNOR CHESTER ROAD STE C300 · PADNOT, PA 19087 | Legal | $34,245 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS INC Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $17,098 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,559 | $82,093+77.3% | $379,746-61.7% | $73,409+98.3% |
| Participation rate | 70.8% | 76.8%-6.0pp | 78.4%-7.7pp | 72.2%-1.4pp |
| Annual return | 5.60% | 18.89%-13.3pp | 34.90%-29.3pp | 59.29%-53.7pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $3,540-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,970 | $4,697+27.1% | $6,024-0.9% | $3,805+56.9% |
| Admin fee / account holder | $72 | $128-43.4% | $7,927-99.1% | $158-54.2% |