Filed January 23, 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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $395,620 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $357,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,468 | $103,282+62.1% | $81,382+105.8% | $99,062+69.1% |
| Participation rate | 69.8% | 73.2%-3.4pp | 69.5%+0.4pp | 71.6%-1.8pp |
| Annual return | 15.51% | 15.11%+0.4pp | 24.73%-9.2pp | 17.66%-2.2pp |
| Employer contribution / active EE | $2,735 | $3,061-10.6% | $2,463+11.0% | $3,262-16.2% |
| Participant deferral / active EE | $5,003 | $4,549+10.0% | $3,883+28.8% | $5,331-6.2% |
| Admin fee / account holder | $93 | $78+18.8% | $5,768-98.4% | $109-14.4% |