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 INC4 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 15 · EIN 52-0556948 | Recordkeeping | $706,207 |
NEPC, LLC5+ years Service code 16 · EIN 26-1429809 | Consulting | $80,942 |
INSERO & CO. CPAS, LLP4 years Service code 10 · EIN 47-5324570 | Accounting | $48,000 |
HARTER SECREST & EMERY LLP5+ years Service code 29 · EIN 16-0766172 | Legal | $14,432 |
SIDLEY AUSTIN LLP5+ years Service code 29 · EIN 36-4474078 | Legal | $11,320 |
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 | $315,137 | $176,491+78.6% | $95,952+228.4% | $90,288+249.0% |
| Participation rate | 57.3% | 86.6%-29.3pp | 77.1%-19.8pp | 73.4%-16.1pp |
| Annual return | 10.80% | 20.14%-9.3pp | 91.61%-80.8pp | 53.97%-43.2pp |
| Employer contribution / active EE | $0 | $2,789-100.0% | $2,541-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $5,583 | $5,340+4.6% | $4,167+34.0% | $4,232+31.9% |
| Admin fee / account holder | $98 | $154-36.2% | $6,795-98.6% | $114-13.8% |