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 CONSULTING2+ years Service code 16 34 PARK STREET · MONTCLAIR, NJ 07042 | Consulting | $114,269 |
THE SAVITZ ORGANIZATION2+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 17 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Pension Consulting | $28,069 |
Service code 17 · EIN 31-1582098 6050 OAK TREE BLVD, SUITE 500 · CLEVELAND, OH 44131 | Pension Consulting | $21,522 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $20,421 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,270 |
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 | $229,147 | $85,635+167.6% | $123,892+85.0% | $63,975+258.2% |
| Participation rate | 99.7% | 74.9%+24.8pp | 81.4%+18.3pp | 71.1%+28.6pp |
| Annual return | 9.03% | 15.74%-6.7pp | 47.52%-38.5pp | 48.65%-39.6pp |
| Employer contribution / active EE | $11,419 | $3,076+271.2% | $4,617+147.3% | $2,182+423.4% |
| Participant deferral / active EE | $8,957 | $5,667+58.1% | $5,984+49.7% | $3,356+166.8% |
| Admin fee / account holder | $214 | $75+185.1% | $8,357-97.4% | $70+203.3% |