Filed May 15, 2012
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 LLP4 years Service code 10 P O BOX 844708 · DALLAS, TX 75284 | Accounting | $52,707 |
RVK, INC.1 year Service code 16 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Consulting | $27,090 |
SOOFI LAW OFFICE10+ years Service code 29 10260 SW GREENBURG ROAD · PORTLAND, OR 97223 | Legal | $9,090 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $6,402 |
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 | $127,967 | $88,890+44.0% | $102,423+24.9% | $77,643+64.8% |
| Participation rate | 66.4% | 80.9%-14.5pp | 76.5%-10.0pp | 70.6%-4.1pp |
| Annual return | 12.87% | 24.98%-12.1pp | 29.32%-16.4pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,054 | $2,698+13.2% | $3,023+1.0% | $2,726+12.1% |
| Participant deferral / active EE | $6,739 | $5,145+31.0% | $5,053+33.4% | $4,647+45.0% |
| Admin fee / account holder | $167 | $235-29.1% | $9,451-98.2% | $430-61.2% |