Filed July 14, 2006 (most recent of 20 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 9-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 INC2 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 15 · EIN 52-0556948 | Recordkeeping | $746,925 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $67,998 |
NEPC, LLC3+ years Service code 16 · EIN 26-1429809 | Consulting | $56,250 |
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $41,500 |
HARTER SECREST & EMERY LLP3+ years Service code 29 · EIN 16-0766172 | Legal | $19,375 |
SIDLEY AUSTIN LLP3+ years Service code 29 · EIN 36-4474078 | Legal | $5,753 |
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.
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 | $236,374 | $78,852+199.8% | $76,768+207.9% | $75,289+214.0% |
| Participation rate | 62.9% | 85.0%-22.0pp | 77.0%-14.0pp | 72.4%-9.5pp |
| Annual return | -2.01% | -1.29%-0.7pp | 2.43%-4.4pp | -0.04%-2.0pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,485-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,631 | $4,800+38.2% | $3,852+72.2% | $3,739+77.4% |
| Admin fee / account holder | $85 | $79+8.0% | $6,675-98.7% | $102-16.7% |