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 |
|---|---|---|
DELOITTE & TOUCHE LLP2 years Service code 10 P O BOX 844708 · DALLAS, TX 75284 | Accounting | $22,090 |
RVK, INC.5 years Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $18,211 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,401 |
RVK, INC.1 year Service code 16 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Consulting | $6,202 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,113 | $130,141-67.6% | $86,677-51.4% | $77,904-45.9% |
| Participation rate | 79.4% | 85.9%-6.5pp | 76.6%+2.9pp | 73.7%+5.8pp |
| Annual return | -15.07% | -12.75%-2.3pp | 35.91%-51.0pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,936 | $3,220-39.9% | $2,836-31.8% | $2,848-32.0% |
| Participant deferral / active EE | $3,524 | $5,757-38.8% | $4,656-24.3% | $4,806-26.7% |
| Admin fee / account holder | $55 | $132-58.1% | $7,493-99.3% | $133-58.4% |