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 |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $27,409 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $15,000 |
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 | $98,065 | $89,274+9.8% | $149,718-34.5% | $77,958+25.8% |
| Participation rate | 99.2% | 87.6%+11.6pp | 87.1%+12.1pp | 71.6%+27.5pp |
| Annual return | 18.95% | 20.36%-1.4pp | 1501.63%-1482.7pp | 20.87%-1.9pp |
| Employer contribution / active EE | $2,189 | $3,727-41.3% | $5,445-59.8% | $2,310-5.3% |
| Participant deferral / active EE | $5,646 | $5,382+4.9% | $6,569-14.0% | $3,537+59.7% |
| Admin fee / account holder | $14 | $240-94.1% | $11,283-99.9% | $97-85.4% |