Filed January 6, 2006 (most recent of 2 filings on file)
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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $319,439 |
CAPFINANCIAL PARTNERS LLC5 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $82,104 |
CHERRY BEKAERT LLP10+ years Service code 10 200 SOUTH 10TH STREET · RICHMOND, VA 23261 | Accounting | $9,371 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,707 | $147,538+76.0% | $150,045+73.1% | $117,739+120.6% |
| Participation rate | 97.9% | 72.5%+25.4pp | 82.3%+15.6pp | 76.6%+21.3pp |
| Annual return | 17.72% | 16.95%+0.8pp | 62.55%-44.8pp | 17.29%+0.4pp |
| Employer contribution / active EE | $20,122 | $4,350+362.6% | $4,693+328.8% | $3,746+437.2% |
| Participant deferral / active EE | $9,923 | $8,925+11.2% | $7,997+24.1% | $6,128+61.9% |
| Admin fee / account holder | $57 | $125-54.7% | $13,435-99.6% | $112-49.3% |