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 |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $29,168 |
SOOFI LAW OFFICE1+ years Service code 29 10260 SW GREENBURG ROAD · PORTLAND, OR 97223 | Legal | $16,490 |
GRANT THORNTON LLP1+ years Service code 29 33562 TREASURY CENTER · CHICAGO, IL 60694 | Legal | $15,411 |
RVK, INC.1+ years Filed as: RV KUHNS AND ASSOCIATES INC Service code 16 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Consulting | $10,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,555 | $71,957-58.9% | $67,652-56.3% | $59,188-50.1% |
| Participation rate | 67.5% | 82.7%-15.2pp | 75.7%-8.2pp | 69.4%-1.9pp |
| Annual return | -1.30% | 8.53%-9.8pp | 6625.04%-6626.3pp | 5.51%-6.8pp |
| Employer contribution / active EE | $1,070 | $2,432-56.0% | $2,266-52.8% | $2,098-49.0% |
| Participant deferral / active EE | $1,971 | $4,211-53.2% | $3,560-44.6% | $3,265-39.6% |
| Admin fee / account holder | $55 | $64-13.6% | $4,821-98.9% | $92-39.9% |