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 INC6 years Filed as: T. ROWE PRICE RPS INC Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $131,374 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 16 4333 ADMIRALTY WAY · MARINA DEL REY, CA 90292 | Consulting | $20,840 |
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 | $126,780 | $136,853-7.4% | $130,231-2.6% | $80,160+58.2% |
| Participation rate | 58.6% | 81.6%-23.0pp | 76.3%-17.7pp | 72.9%-14.3pp |
| Annual return | 23.93% | 22.66%+1.3pp | 38.77%-14.8pp | 40.38%-16.4pp |
| Employer contribution / active EE | $0 | $3,395-100.0% | $4,126-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,554 | $5,856-22.2% | $6,799-33.0% | $5,017-9.2% |
| Admin fee / account holder | $83 | $184-55.1% | $6,020-98.6% | $145-43.0% |