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 |
|---|---|---|
RVK, INC.1 year Filed as: R V KUHNS ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $20,000 |
GRANT THORNTON LLP2+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $18,516 |
SOOFI LAW OFFICE2+ years Service code 29 10260 SW GREENBURG ROAD · PORTLAND, OR 97223 | Legal | $14,050 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,684 | $63,905-6.6% | $74,183-19.5% | $57,658+3.5% |
| Participation rate | 62.8% | 79.8%-16.9pp | 76.6%-13.8pp | 70.2%-7.4pp |
| Annual return | 8.19% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,795 | $1,840-2.5% | $2,370-24.3% | $1,974-9.1% |
| Participant deferral / active EE | $3,613 | $3,448+4.8% | $3,550+1.8% | $3,061+18.1% |
| Admin fee / account holder | $60 | $91-34.3% | $5,586-98.9% | $95-36.7% |