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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $140,797 |
DELOITTE & TOUCHE LLP10+ years Service code 10 P O BOX 844708 · DALLAS, TX 75284 | Accounting | $76,763 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT LLC Service code 16 4333 ADMIRALTY WAY · MARINA DEL REY, CA 90292 | Consulting | $27,040 |
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 | $135,834 | $148,970-8.8% | $136,007-0.1% | $199,593-31.9% |
| Participation rate | 55.8% | 79.4%-23.5pp | 76.5%-20.6pp | 72.0%-16.1pp |
| Annual return | 17.47% | 27.07%-9.6pp | 579.32%-561.9pp | 34.25%-16.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,217-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,398 | $6,140-28.4% | $7,025-37.4% | $5,087-13.5% |
| Admin fee / account holder | $126 | $144-12.2% | $6,858-98.2% | $269-53.0% |