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 |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RPS INC. Service code 15 · EIN 52-0556948 | Recordkeeping | $124,141 |
INSERO & CO. CPAS, LLP2+ years Filed as: INSERO AND COMPANY Service code 10 · EIN 16-1016457 | Accounting | $12,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,759 | $88,707-9.0% | $74,183+8.9% | $273,961-70.5% |
| Participation rate | 58.8% | 79.4%-20.6pp | 76.6%-17.8pp | 83.0%-24.2pp |
| Annual return | 50.25% | 11.94%+38.3pp | 17.74%+32.5pp | 41.45%+8.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $80 | $8,717-99.1% | $5,586-98.6% | $10,132-99.2% |