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 AND ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $20,450 |
GRANT THORNTON LLP3+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $17,292 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,118 |
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.
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 | $39,992 | $88,730-54.9% | $82,313-51.4% | $77,958-48.7% |
| Participation rate | 62.1% | 84.5%-22.5pp | 76.9%-14.8pp | 71.6%-9.6pp |
| Annual return | 13.91% | 20.88%-7.0pp | 25.88%-12.0pp | 20.87%-7.0pp |
| Employer contribution / active EE | $1,317 | $2,758-52.2% | $2,428-45.8% | $2,310-43.0% |
| Participant deferral / active EE | $2,427 | $4,634-47.6% | $3,706-34.5% | $3,537-31.4% |
| Admin fee / account holder | $51 | $74-30.7% | $5,608-99.1% | $97-47.4% |