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 CONSULTING4+ years Service code 16 34 PARK STREET · MONTCLAIR, NJ 07042 | Consulting | $149,527 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $41,050 |
Service code 17 · EIN 31-1582098 6050 OAK TREE BLVD, SUITE 500 · CLEVELAND, OH 44131 | Pension Consulting | $40,027 |
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,084 |
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 | $255,015 | $88,874+186.9% | $123,544+106.4% | $75,289+238.7% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.3%+15.0pp | 72.4%+24.9pp |
| Annual return | -4.03% | 4.22%-8.3pp | 119.20%-123.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $12,256 | $3,256+276.4% | $4,628+164.8% | $2,405+409.6% |
| Participant deferral / active EE | $10,500 | $6,174+70.1% | $6,426+63.4% | $3,739+180.8% |
| Admin fee / account holder | $147 | $95+55.0% | $9,284-98.4% | $102+43.2% |