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 CONSULTING3+ years Service code 16 34 PARK STREET · MONTCLAIR, NJ 07042 | Consulting | $76,549 |
Service code 17 · EIN 31-1582098 6050 OAK TREE BLVD, SUITE 500 · CLEVELAND, OH 44131 | Pension Consulting | $31,407 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $21,525 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,167 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $261,536 | $96,458+171.1% | $136,294+91.9% | $77,958+235.5% |
| Participation rate | 96.8% | 75.4%+21.4pp | 81.9%+14.9pp | 71.6%+25.2pp |
| Annual return | 21.56% | 23.78%-2.2pp | 5155.94%-5134.4pp | 20.87%+0.7pp |
| Employer contribution / active EE | $11,691 | $3,144+271.9% | $4,695+149.0% | $2,310+406.0% |
| Participant deferral / active EE | $9,434 | $5,902+59.8% | $6,247+51.0% | $3,537+166.7% |
| Admin fee / account holder | $83 | $80+3.1% | $9,243-99.1% | $97-14.8% |