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 LLP7+ years Service code 10 P.O. BOX 844708 · DALLAS, TX 75284 | Accounting | $70,000 |
SMART SOURCE LLC1 year Filed as: SMART DOLLAR Service code 26 1749 MALLORY AVE · BRENTWOOD, TN 37027 | Advisory (Participants) | $26,299 |
FISHER & PHILLIPS2 years Filed as: FISHER & PHILLIPS LLP Service code 29 150 N. RADNOR CHESTER ROAD STE C300 · PADNOT, PA 19087 | Legal | $17,825 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS INC Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $6,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,685 | $164,864-8.0% | $453,369-66.5% | $93,030+63.1% |
| Participation rate | 62.2% | 84.2%-22.0pp | 78.0%-15.8pp | 73.9%-11.7pp |
| Annual return | 14.84% | 17.89%-3.0pp | 64.40%-49.6pp | 158.70%-143.9pp |
| Employer contribution / active EE | $0 | $3,519-100.0% | $4,070-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,598 | $5,690-36.8% | $6,209-42.1% | $4,562-21.1% |
| Admin fee / account holder | $73 | $104-30.1% | $11,209-99.4% | $152-52.0% |