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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |