Filed March 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 3-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 INC2+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $4,000 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
EAGLEASSET2+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
EAGLEASSET2+ years Filed as: EAGLEASSET FUNDS Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T.ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T.ROWE PRICE RPS,INC. Service code 15 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,129 | $42,546-31.5% | $71,796-59.4% | $55,167-47.2% |
| Participation rate | 93.7% | 59.1%+34.6pp | 69.1%+24.6pp | 69.0%+24.7pp |
| Annual return | 7.66% | 12.36%-4.7pp | 78.04%-70.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $444 | $803-44.7% | $1,924-76.9% | $1,963-77.4% |
| Participant deferral / active EE | $1,045 | $2,064-49.4% | $2,794-62.6% | $3,054-65.8% |
| Admin fee / account holder | $14 | $650-97.8% | $4,815-99.7% | $504-97.1% |