Filed April 7, 2006
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 10-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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $30,007 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $29,486 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $8,843 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $192,556 | $134,045+43.6% | $80,019+140.6% | $75,289+155.8% |
| Participation rate | 99.1% | 85.8%+13.3pp | 75.8%+23.2pp | 72.4%+26.6pp |
| Annual return | -4.42% | -0.56%-3.9pp | 11.22%-15.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $9,855 | $3,492+182.2% | $2,468+299.3% | $2,405+309.8% |
| Participant deferral / active EE | $11,374 | $4,976+128.6% | $3,686+208.6% | $3,739+204.2% |
| Admin fee / account holder | $19 | $124-84.8% | $6,521-99.7% | $102-81.6% |