Filed January 6, 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 |
|---|---|---|
CHARTWELL CONSULTING1+ years Service code 16 34 PARK STREET · MONTCLAIR, NJ 07042 | Consulting | $61,270 |
THE SAVITZ ORGANIZATION1+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 17 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Pension Consulting | $25,151 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $18,000 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,949 |
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 | $223,938 | $86,791+158.0% | $115,037+94.7% | $59,188+278.3% |
| Participation rate | 97.9% | 72.8%+25.1pp | 81.4%+16.6pp | 69.4%+28.5pp |
| Annual return | 5.74% | 4.44%+1.3pp | 26.14%-20.4pp | 5.51%+0.2pp |
| Employer contribution / active EE | $11,165 | $2,950+278.5% | $4,608+142.3% | $2,098+432.2% |
| Participant deferral / active EE | $8,759 | $5,298+65.3% | $6,026+45.3% | $3,265+168.3% |
| Admin fee / account holder | $150 | $95+58.3% | $8,175-98.2% | $92+63.0% |