Filed January 6, 2006
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 |
|---|---|---|
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $15,070 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,997 |
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 | $84,216 | $80,354+4.8% | $133,980-37.1% | $63,975+31.6% |
| Participation rate | 98.4% | 87.5%+10.9pp | 87.1%+11.3pp | 71.1%+27.3pp |
| Annual return | 8.91% | 13.11%-4.2pp | 29.30%-20.4pp | 48.65%-39.7pp |
| Employer contribution / active EE | $2,113 | $3,503-39.7% | $5,211-59.4% | $2,182-3.1% |
| Participant deferral / active EE | $5,213 | $5,239-0.5% | $6,282-17.0% | $3,356+55.3% |
| Admin fee / account holder | $11 | $69-84.4% | $9,324-99.9% | $70-84.7% |