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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $404,987 |
FINANCIAL ENGINES4 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $306,091 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $10,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,212 | $93,283+61.0% | $77,163+94.7% | $103,482+45.2% |
| Participation rate | 84.7% | 79.3%+5.5pp | 69.6%+15.1pp | 73.3%+11.4pp |
| Annual return | 18.44% | 17.40%+1.0pp | 37.87%-19.4pp | 33.11%-14.7pp |
| Employer contribution / active EE | $2,801 | $3,170-11.6% | $2,535+10.5% | $3,208-12.7% |
| Participant deferral / active EE | $5,182 | $4,624+12.1% | $3,833+35.2% | $5,207-0.5% |
| Admin fee / account holder | $86 | $78+9.6% | $5,472-98.4% | $114-24.8% |