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.6 years Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $26,018 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,078 |
SOOFI LAW OFFICE9+ years Service code 29 10260 SW GREENBURG ROAD · PORTLAND, OR 97223 | Legal | $18,495 |
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 | $46,291 | $104,697-55.8% | $96,544-52.1% | $80,160-42.3% |
| Participation rate | 82.1% | 86.4%-4.3pp | 76.0%+6.2pp | 72.9%+9.2pp |
| Annual return | 24.18% | 21.78%+2.4pp | 25.84%-1.7pp | 40.38%-16.2pp |
| Employer contribution / active EE | $2,300 | $3,536-35.0% | $2,965-22.4% | $2,978-22.8% |
| Participant deferral / active EE | $3,919 | $6,188-36.7% | $4,851-19.2% | $5,017-21.9% |
| Admin fee / account holder | $47 | $107-56.2% | $8,252-99.4% | $145-67.7% |