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 |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $110,636 |
CHARTWELL CONSULTING6+ years Service code 16 34 PARK STREET · MONTCLAIR, NJ 07042 | Consulting | $99,920 |
Service code 17 · EIN 31-1582098 6050 OAK TREE BLVD, SUITE 500 · CLEVELAND, OH 44131 | Pension Consulting | $32,350 |
GRANT THORNTON LLP6+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $27,800 |
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 | $357,278 | $127,481+180.3% | $149,696+138.7% | $90,288+295.7% |
| Participation rate | 97.8% | 78.2%+19.6pp | 82.5%+15.3pp | 73.4%+24.5pp |
| Annual return | 16.09% | 57.78%-41.7pp | 276.60%-260.5pp | 53.97%-37.9pp |
| Employer contribution / active EE | $13,846 | $3,448+301.6% | $4,644+198.1% | $2,524+448.6% |
| Participant deferral / active EE | $12,333 | $6,975+76.8% | $6,842+80.3% | $4,232+191.4% |
| Admin fee / account holder | $161 | $152+6.1% | $9,309-98.3% | $114+41.1% |