Filed September 13, 2006 (most recent of 5 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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD SUITE 350 · CLEVELAND, OH 44145 | Consulting | $120,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,135 |
Filed as: TOWER WATSON Service code 16 28025 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $11,000 |
ERNST & YOUNG LLP1 year Service code 10 725 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Accounting | $7,200 |
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 | $142,253 | $80,354+77.0% | $133,980+6.2% | $63,975+122.4% |
| Participation rate | 97.9% | 87.5%+10.4pp | 87.1%+10.8pp | 71.1%+26.7pp |
| Annual return | 7.79% | 13.11%-5.3pp | 29.30%-21.5pp | 48.65%-40.9pp |
| Employer contribution / active EE | $7,501 | $3,503+114.1% | $5,211+43.9% | $2,182+243.8% |
| Participant deferral / active EE | $4,883 | $5,239-6.8% | $6,282-22.3% | $3,356+45.5% |
| Admin fee / account holder | $59 | $69-15.2% | $9,324-99.4% | $70-16.5% |