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.2 years Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $21,855 |
GRANT THORNTON LLP5+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $18,020 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,665 |
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 | $48,663 | $105,247-53.8% | $87,100-44.1% | $77,787-37.4% |
| Participation rate | 70.2% | 85.8%-15.6pp | 76.9%-6.7pp | 73.2%-3.0pp |
| Annual return | 19.88% | 24.52%-4.6pp | 28.19%-8.3pp | 32.57%-12.7pp |
| Employer contribution / active EE | $1,660 | $2,895-42.6% | $2,521-34.1% | $2,504-33.7% |
| Participant deferral / active EE | $3,155 | $5,060-37.6% | $4,049-22.1% | $3,967-20.5% |
| Admin fee / account holder | $53 | $104-49.5% | $7,497-99.3% | $100-47.2% |