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 LLP4 years Service code 10 P O BOX 844708 · DALLAS, TX 75284 | Accounting | $52,707 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $29,656 |
RVK, INC.7 years Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $27,090 |
SOOFI LAW OFFICE10+ years Service code 29 10260 SW GREENBURG ROAD · PORTLAND, OR 97223 | Legal | $10,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,179 | $110,299-52.7% | $102,423-49.1% | $199,593-73.9% |
| Participation rate | 88.8% | 86.3%+2.6pp | 76.5%+12.3pp | 72.0%+16.9pp |
| Annual return | 13.11% | 35.73%-22.6pp | 29.32%-16.2pp | 34.25%-21.1pp |
| Employer contribution / active EE | $2,585 | $3,603-28.3% | $3,023-14.5% | $3,034-14.8% |
| Participant deferral / active EE | $4,365 | $6,376-31.5% | $5,053-13.6% | $5,087-14.2% |
| Admin fee / account holder | $84 | $122-31.3% | $9,451-99.1% | $269-68.8% |