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 INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $93,342 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 16 11 WEST 23RD STREET · PANAMA CITY, FL 32405 | Consulting | $33,750 |
TORRILLO & ASSOCIATES, LLC8 years Filed as: BOYER & RITTER LLC Service code 10 PO BOX 8300 · CAMP HILL, PA 17001 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,025 | $26,114+233.3% | $58,482+48.8% | $74,419+16.9% |
| Participation rate | 93.9% | 32.1%+61.8pp | 50.9%+43.0pp | 70.7%+23.2pp |
| Annual return | 19.52% | 32.51%-13.0pp | 4239.32%-4219.8pp | 34.38%-14.9pp |
| Employer contribution / active EE | $3,309 | $536+517.9% | $1,053+214.2% | $2,637+25.5% |
| Participant deferral / active EE | $5,001 | $1,075+365.4% | $1,924+159.9% | $4,528+10.4% |
| Admin fee / account holder | $110 | $649-83.0% | $2,516-95.6% | $348-68.3% |