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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $389,007 |
FINANCIAL ENGINES3 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $277,985 |
Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $80,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,632 | $89,497+43.7% | $70,092+83.5% | $78,044+64.8% |
| Participation rate | 82.7% | 79.9%+2.7pp | 70.5%+12.2pp | 74.4%+8.2pp |
| Annual return | -15.98% | -12.39%-3.6pp | 190.73%-206.7pp | 10.87%-26.9pp |
| Employer contribution / active EE | $2,552 | $3,152-19.0% | $2,559-0.2% | $3,125-18.3% |
| Participant deferral / active EE | $4,593 | $4,564+0.6% | $3,849+19.3% | $5,084-9.7% |
| Admin fee / account holder | $83 | $78+7.1% | $6,267-98.7% | $79+5.5% |