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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $90,275 |
TORRILLO & ASSOCIATES, LLC7 years Filed as: BOYER & RITTER LLC Service code 10 PO BOX 8300 · CAMP HILL, PA 17001 | Accounting | $19,950 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $18,230 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,683 | $30,086+144.9% | $61,373+20.1% | $64,808+13.7% |
| Participation rate | 94.4% | 36.4%+58.0pp | 52.6%+41.8pp | 71.5%+22.9pp |
| Annual return | -20.68% | -13.99%-6.7pp | 338.61%-359.3pp | 32.82%-53.5pp |
| Employer contribution / active EE | $3,033 | $536+465.7% | $1,159+161.6% | $2,506+21.0% |
| Participant deferral / active EE | $4,657 | $1,126+313.7% | $2,125+119.2% | $4,310+8.0% |
| Admin fee / account holder | $107 | $148-27.5% | $2,130-95.0% | $188-42.8% |