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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $244 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 21-1714114 | Recordkeeping | $98 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUND Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 | Recordkeeping | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,045 | $48,313-35.7% | $73,307-57.7% | $52,331-40.7% |
| Participation rate | 37.5% | 68.6%-31.1pp | 74.9%-37.4pp | 68.1%-30.6pp |
| Annual return | 2.70% | 3.85%-1.1pp | 5.67%-3.0pp | 4.54%-1.8pp |
| Employer contribution / active EE | $107 | $1,661-93.6% | $3,237-96.7% | $1,882-94.3% |
| Participant deferral / active EE | $1,178 | $4,189-71.9% | $4,991-76.4% | $3,022-61.0% |
| Admin fee / account holder | $0 | $404-100.0% | $5,637-100.0% | $592-100.0% |