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 7-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 |
|---|---|---|
INSERO & CO. CPAS, LLP1+ years Filed as: INSERO AND COMPANY Service code 10 · EIN 16-1016457 | Accounting | $12,625 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS INC. Service code 15 · EIN 52-0556948 | Recordkeeping | $5,889 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $84,209 | $78,694+7.0% | $67,652+24.5% | $125,391-32.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.08% | 9.46%-9.4pp | 6625.04%-6625.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $26 | $7,403-99.7% | $4,821-99.5% | $9,540-99.7% |