Filed December 10, 2005
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 8-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 INC3+ years Filed as: T ROWE PRICE Service code 26 · EIN 52-2264646 | Advisory (Participants) | $265,264 |
TIAA3+ years Filed as: TIAA CREF Service code 26 · EIN 13-1624203 | Advisory (Participants) | $146,998 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BEACON ADVISORS Service code 26 220 EAST LAS COLINAS BLVD · IRVING, TX 75039 | Advisory (Participants) | $9,526 |
DELAWARE INVESTMENTS3+ years Service code 26 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Participants) | $7,558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,218 | $70,083+40.1% | $59,878+64.0% | $55,725+76.3% |
| Participation rate | 53.4% | 78.4%-25.0pp | 74.7%-21.3pp | 70.9%-17.4pp |
| Annual return | 10.55% | 3.13%+7.4pp | 3.46%+7.1pp | 244.93%-234.4pp |
| Employer contribution / active EE | $2,217 | $2,878-23.0% | $2,722-18.5% | $2,078+6.7% |
| Participant deferral / active EE | $3,190 | $3,079+3.6% | $3,402-6.2% | $3,356-4.9% |
| Admin fee / account holder | $6 | $70-91.5% | $3,590-99.8% | $115-94.8% |