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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $71,413 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 16 11 WEST 23RD STREET · PANAMA CITY, FL 32405 | Consulting | $22,500 |
TORRILLO & ASSOCIATES, LLC9 years Filed as: BOYER & RITTER LLC Service code 10 PO BOX 8300 · CAMP HILL, PA 17001 | Accounting | $14,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,936 | $29,548+224.7% | $56,411+70.1% | $77,643+23.6% |
| Participation rate | 97.4% | 32.7%+64.7pp | 52.5%+44.9pp | 70.6%+26.8pp |
| Annual return | 13.49% | 19.01%-5.5pp | 1701.33%-1687.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $3,777 | $568+565.5% | $1,039+263.7% | $2,726+38.6% |
| Participant deferral / active EE | $5,490 | $1,061+417.5% | $1,952+181.3% | $4,647+18.1% |
| Admin fee / account holder | $86 | $1,046-91.8% | $2,829-97.0% | $430-80.1% |