Filed April 11, 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 |
|---|---|---|
EVERHART ADVISORS7 years Service code 16 5890 VENTURE DR · DUBLIN, OH 43017 | Consulting | $117,648 |
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $110,699 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,880 | $98,727+17.4% | $113,168+2.4% | $85,563+35.4% |
| Participation rate | 98.0% | 80.8%+17.2pp | 76.6%+21.4pp | 66.0%+32.0pp |
| Annual return | 16.82% | 17.43%-0.6pp | 24.27%-7.4pp | 31.51%-14.7pp |
| Employer contribution / active EE | $4,414 | $2,907+51.8% | $2,975+48.4% | $2,654+66.3% |
| Participant deferral / active EE | $7,308 | $5,424+34.7% | $5,107+43.1% | $4,375+67.0% |
| Admin fee / account holder | $178 | $357-50.1% | $12,068-98.5% | $834-78.7% |