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 |
|---|---|---|
GRANT THORNTON LLP6+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $18,656 |
RVK, INC.3 years Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $16,883 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,458 |
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 | $39,798 | $176,491-77.5% | $95,952-58.5% | $90,288-55.9% |
| Participation rate | 78.0% | 86.6%-8.6pp | 77.1%+0.9pp | 73.4%+4.6pp |
| Annual return | 13.29% | 20.14%-6.9pp | 91.61%-78.3pp | 53.97%-40.7pp |
| Employer contribution / active EE | $1,725 | $2,789-38.2% | $2,541-32.1% | $2,524-31.7% |
| Participant deferral / active EE | $3,171 | $5,340-40.6% | $4,167-23.9% | $4,232-25.1% |
| Admin fee / account holder | $36 | $154-76.8% | $6,795-99.5% | $114-68.6% |