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 INC3 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 15 · EIN 52-0556948 | Recordkeeping | $847,336 |
NEPC, LLC4+ years Service code 16 · EIN 26-1429809 | Consulting | $98,701 |
INSERO & CO. CPAS, LLP3 years Service code 10 · EIN 47-5324570 | Accounting | $48,000 |
HARTER SECREST & EMERY LLP4+ years Service code 29 · EIN 16-0766172 | Legal | $14,539 |
SIDLEY AUSTIN LLP4+ years Service code 29 · EIN 36-4474078 | Legal | $7,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,353 | $105,247+153.1% | $87,100+205.8% | $77,787+242.4% |
| Participation rate | 61.1% | 85.8%-24.7pp | 76.9%-15.8pp | 73.2%-12.2pp |
| Annual return | 15.54% | 24.52%-9.0pp | 28.19%-12.6pp | 32.57%-17.0pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,521-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $6,285 | $5,060+24.2% | $4,049+55.2% | $3,967+58.4% |
| Admin fee / account holder | $100 | $104-4.0% | $7,497-98.7% | $100+0.2% |