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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $118,644 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $11,250 |
Filed as: BOYER & RITTER LLC Service code 10 PO BOX 8300 · CAMP HILL, PA 17001 | Accounting | $10,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,415 | $23,119+31.6% | $71,086-57.2% | $75,289-59.6% |
| Participation rate | 54.7% | 36.3%+18.3pp | 54.7%0pp | 72.4%-17.7pp |
| Annual return | -4.14% | -3.32%-0.8pp | 650.59%-654.7pp | -0.04%-4.1pp |
| Employer contribution / active EE | $550 | $399+37.9% | $1,088-49.4% | $2,405-77.1% |
| Participant deferral / active EE | $968 | $960+0.8% | $1,874-48.4% | $3,739-74.1% |
| Admin fee / account holder | $86 | $89-3.9% | $3,082-97.2% | $102-15.9% |