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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $80,689 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $32,989 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUND Service code 28 · EIN 13-2527171 | Investment Management | $0 |
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 | $70,590 | $86,496-18.4% | $80,975-12.8% | $329,111-78.6% |
| Participation rate | 89.7% | 80.0%+9.7pp | 75.8%+13.9pp | 67.9%+21.8pp |
| Annual return | 7.65% | 20.13%-12.5pp | 17.10%-9.4pp | 16.35%-8.7pp |
| Employer contribution / active EE | $1,690 | $2,395-29.4% | $3,714-54.5% | $2,303-26.6% |
| Participant deferral / active EE | $5,429 | $5,350+1.5% | $5,696-4.7% | $3,682+47.5% |
| Admin fee / account holder | $0 | $69-100.0% | $5,516-100.0% | $754-100.0% |