Filed November 9, 2005 (most recent of 9 filings on file)
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 7-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 |
|---|---|---|
Filed as: HINMAN HOWARD AND KATTELL, LLP Service code 29 P.O. BOX 5250 · BINGHAM, NY 13902 | Legal | $6,742 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $773 |
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 | $226,402 | $138,427+63.6% | $97,995+131.0% | $69,631+225.1% |
| Participation rate | 92.8% | 90.0%+2.8pp | 82.4%+10.4pp | 70.7%+22.1pp |
| Annual return | 17.46% | 26.21%-8.7pp | 23.94%-6.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $2,617 | $4,858-46.1% | $4,158-37.1% | $2,032+28.8% |
| Participant deferral / active EE | $8,750 | $7,165+22.1% | $5,097+71.7% | $3,224+171.4% |
| Admin fee / account holder | $16 | $101-84.4% | $5,943-99.7% | $110-85.8% |