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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $249,309 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 38 · EIN 52-1714114 | Participant Communication | $26,143 |
KBF CPAS LLP1 year Filed as: KBF CPAS Service code 10 · EIN 82-1030164 | Accounting | $11,659 |
POINT B, INC.1 year Service code 14 · EIN 26-3473011 | Plan Administrator | $10,793 |
MERCER1 year Filed as: MERCER US INC Service code 16 · EIN 13-2834414 | Consulting | $6,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,094 | $123,048-73.1% | $81,983-59.6% | $106,222-68.8% |
| Participation rate | 51.6% | 65.1%-13.4pp | 69.2%-17.6pp | 70.8%-19.2pp |
| Annual return | 19.63% | 14.83%+4.8pp | 41.31%-21.7pp | 21.69%-2.1pp |
| Employer contribution / active EE | $1,005 | $3,893-74.2% | $2,498-59.8% | $2,723-63.1% |
| Participant deferral / active EE | $2,088 | $4,168-49.9% | $3,722-43.9% | $4,600-54.6% |
| Admin fee / account holder | $35 | $116-69.9% | $5,664-99.4% | $78-55.3% |