Filed June 14, 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 |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $77,971 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $11,250 |
TORRILLO & ASSOCIATES, LLC3 years Filed as: BOYER & RITTER LLC Service code 10 PO BOX 8300 · CAMP HILL, PA 17001 | Accounting | $10,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,891 | $23,224+196.6% | $71,086-3.1% | $55,725+23.6% |
| Participation rate | 97.4% | 37.9%+59.6pp | 54.7%+42.8pp | 70.9%+26.6pp |
| Annual return | -4.32% | -2.87%-1.5pp | 650.59%-654.9pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,923 | $436+570.2% | $1,088+168.8% | $2,078+40.7% |
| Participant deferral / active EE | $4,250 | $929+357.5% | $1,874+126.8% | $3,356+26.7% |
| Admin fee / account holder | $98 | $118-17.2% | $3,082-96.8% | $115-15.2% |