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 INC3+ years Filed as: T ROWE PRICE RPS INC. Service code 15 · EIN 52-0556948 | Recordkeeping | $109,833 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $23,575 |
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 | $90,240 | $98,240-8.1% | $82,313+9.6% | $147,584-38.9% |
| Participation rate | 35.3% | 79.7%-44.4pp | 76.9%-41.6pp | 82.8%-47.5pp |
| Annual return | 13.59% | 30.85%-17.3pp | 25.88%-12.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $66 | $8,563-99.2% | $5,608-98.8% | $10,885-99.4% |