Filed May 23, 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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $1,766 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $796 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUND Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $115,428 | $56,640+103.8% | $80,975+42.5% | $57,658+100.2% |
| Participation rate | 58.1% | 75.9%-17.7pp | 75.8%-17.7pp | 70.2%-12.1pp |
| Annual return | 7.66% | 19.97%-12.3pp | 17.10%-9.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,714-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,425 | $4,944-10.5% | $5,696-22.3% | $3,061+44.6% |
| Admin fee / account holder | $0 | $87-100.0% | $5,516-100.0% | $95-100.0% |