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 INC5 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 15 · EIN 52-0556948 | Recordkeeping | $1,004,718 |
INSERO & CO. CPAS, LLP5 years Service code 10 · EIN 47-5324570 | Accounting | $64,625 |
NEPC, LLC6+ years Service code 16 · EIN 26-1429809 | Consulting | $61,557 |
HARTER SECREST & EMERY LLP6+ years Service code 29 · EIN 16-0766172 | Legal | $10,646 |
SIDLEY AUSTIN LLP6+ years Service code 29 · EIN 36-4474078 | Legal | $8,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,512 | $144,996+118.3% | $111,297+184.4% | $93,030+240.2% |
| Participation rate | 61.1% | 86.2%-25.0pp | 77.3%-16.2pp | 73.9%-12.8pp |
| Annual return | 17.18% | 18.26%-1.1pp | 54.65%-37.5pp | 158.70%-141.5pp |
| Employer contribution / active EE | $0 | $3,056-100.0% | $2,731-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $5,842 | $5,587+4.6% | $4,487+30.2% | $4,562+28.1% |
| Admin fee / account holder | $123 | $103+18.7% | $7,964-98.5% | $152-19.0% |