Filed March 1, 2006 (most recent of 2 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 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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $281,293 |
LPL FINANCIAL3+ years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $7,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,967 | $106,972-39.3% | $71,671-9.4% | $80,976-19.8% |
| Participation rate | 19.1% | 64.4%-45.3pp | 68.7%-49.6pp | 68.3%-49.1pp |
| Annual return | 167.41% | 23.84%+143.6pp | 20.65%+146.8pp | 22.91%+144.5pp |
| Employer contribution / active EE | $297 | $4,034-92.6% | $2,460-87.9% | $2,402-87.6% |
| Participant deferral / active EE | $650 | $3,800-82.9% | $3,438-81.1% | $3,848-83.1% |
| Admin fee / account holder | $39 | $97-59.9% | $5,558-99.3% | $67-42.6% |