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 INC5 years Filed as: T. ROWE PRICE RPS INC Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $204,521 |
DELOITTE & TOUCHE LLP8+ years Service code 10 P.O. BOX 844708 · DALLAS, TX 75284 | Accounting | $77,410 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,638 | $140,190-23.9% | $115,756-7.9% | $77,904+36.9% |
| Participation rate | 57.0% | 81.0%-24.0pp | 77.1%-20.0pp | 73.7%-16.6pp |
| Annual return | -20.10% | -13.46%-6.6pp | 143.14%-163.2pp | 12.21%-32.3pp |
| Employer contribution / active EE | $0 | $3,169-100.0% | $3,793-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $4,400 | $5,401-18.5% | $6,254-29.6% | $4,806-8.4% |
| Admin fee / account holder | $155 | $138+11.8% | $8,124-98.1% | $133+16.7% |