Filed January 6, 2006
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 52 · EIN 04-1590850 | Indirect Investment Fees | $90,576 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,402 | $88,730-26.3% | $82,313-20.5% | $77,958-16.1% |
| Participation rate | 99.0% | 84.5%+14.4pp | 76.9%+22.1pp | 71.6%+27.3pp |
| Annual return | 13.92% | 20.88%-7.0pp | 25.88%-12.0pp | 20.87%-7.0pp |
| Employer contribution / active EE | $4,739 | $2,758+71.8% | $2,428+95.2% | $2,310+105.1% |
| Participant deferral / active EE | $3,031 | $4,634-34.6% | $3,706-18.2% | $3,537-14.3% |
| Admin fee / account holder | $42 | $74-43.5% | $5,608-99.3% | $97-57.0% |