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 | $99,230 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 16 11 WEST 23RD STREET · PANAMA CITY, FL 32405 | Consulting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,462 | $30,302+56.6% | $58,482-18.8% | $103,482-54.1% |
| Participation rate | 20.9% | 29.5%-8.6pp | 50.9%-30.0pp | 73.3%-52.4pp |
| Annual return | 19.63% | 19.69%-0.1pp | 4239.32%-4219.7pp | 33.11%-13.5pp |
| Employer contribution / active EE | $296 | $512-42.2% | $1,053-71.9% | $3,208-90.8% |
| Participant deferral / active EE | $584 | $1,170-50.1% | $1,924-69.6% | $5,207-88.8% |
| Admin fee / account holder | $74 | $109-31.8% | $2,516-97.1% | $114-35.0% |