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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $75,147 |
Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $25,943 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,549 | $30,555+232.3% | $80,716+25.8% | $86,799+17.0% |
| Participation rate | 96.4% | 37.2%+59.2pp | 54.2%+42.2pp | 72.3%+24.1pp |
| Annual return | 14.57% | 30.35%-15.8pp | 87.28%-72.7pp | 97.91%-83.3pp |
| Employer contribution / active EE | $2,188 | $472+363.5% | $1,160+88.6% | $2,405-9.0% |
| Participant deferral / active EE | $4,360 | $1,050+315.3% | $2,146+103.2% | $4,131+5.5% |
| Admin fee / account holder | $98 | $135-27.9% | $3,380-97.1% | $170-42.4% |