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 | $87,050 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $12,153 |
TORRILLO & ASSOCIATES, LLC5 years Filed as: BOYER & RITTER LLC Service code 10 PO BOX 8300 · CAMP HILL, PA 17001 | Accounting | $9,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,437 | $26,906+54.0% | $61,373-32.5% | $77,904-46.8% |
| Participation rate | 67.6% | 33.4%+34.1pp | 52.6%+15.0pp | 73.7%-6.1pp |
| Annual return | -19.47% | -14.46%-5.0pp | 338.61%-358.1pp | 12.21%-31.7pp |
| Employer contribution / active EE | $914 | $521+75.5% | $1,159-21.1% | $2,848-67.9% |
| Participant deferral / active EE | $1,799 | $1,180+52.5% | $2,125-15.3% | $4,806-62.6% |
| Admin fee / account holder | $78 | $117-33.0% | $2,130-96.3% | $133-40.9% |