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 | $26,368 |
GRANT THORNTON LLP4+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $17,490 |
SOOFI LAW OFFICE4+ years Service code 29 10260 SW GREENBURG ROAD · PORTLAND, OR 97223 | Legal | $13,210 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,170 |
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 | $43,368 | $78,852-45.0% | $76,768-43.5% | $75,289-42.4% |
| Participation rate | 68.4% | 85.0%-16.6pp | 77.0%-8.6pp | 72.4%-4.1pp |
| Annual return | -4.38% | -1.29%-3.1pp | 2.43%-6.8pp | -0.04%-4.3pp |
| Employer contribution / active EE | $1,543 | $2,794-44.8% | $2,485-37.9% | $2,405-35.8% |
| Participant deferral / active EE | $2,913 | $4,800-39.3% | $3,852-24.4% | $3,739-22.1% |
| Admin fee / account holder | $65 | $79-17.6% | $6,675-99.0% | $102-36.4% |