Filed March 17, 2006 (most recent of 2 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 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 |
|---|---|---|
Service code 10 5995 LEMON STREEET · EAST PETERSBURG, PA 17520 | Accounting | $160,580 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $10,485 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $27 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,005 | $92,090+40.1% | $106,201+21.5% | $77,671+66.1% |
| Participation rate | 89.4% | 81.0%+8.4pp | 75.3%+14.1pp | 70.6%+18.8pp |
| Annual return | 12.49% | 17.89%-5.4pp | 116.26%-103.8pp | 31.21%-18.7pp |
| Employer contribution / active EE | $4,681 | $3,368+39.0% | $3,170+47.7% | $2,726+71.7% |
| Participant deferral / active EE | $6,965 | $5,386+29.3% | $5,012+39.0% | $4,648+49.9% |
| Admin fee / account holder | $171 | $219-21.8% | $11,039-98.4% | $430-60.2% |