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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $80,058 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $16,875 |
TORRILLO & ASSOCIATES, LLC4 years Filed as: BOYER & RITTER LLC Service code 10 PO BOX 8300 · CAMP HILL, PA 17001 | Accounting | $10,600 |
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 | $81,298 | $25,302+221.3% | $74,701+8.8% | $67,579+20.3% |
| Participation rate | 98.2% | 37.8%+60.4pp | 54.5%+43.8pp | 71.3%+27.0pp |
| Annual return | 23.32% | 10291.17%-10267.8pp | 752.92%-729.6pp | 378.56%-355.2pp |
| Employer contribution / active EE | $3,293 | $446+637.7% | $1,084+203.9% | $2,148+53.3% |
| Participant deferral / active EE | $4,558 | $954+377.9% | $1,964+132.1% | $3,539+28.8% |
| Admin fee / account holder | $102 | $108-5.2% | $3,333-96.9% | $142-28.3% |