Filed April 1, 2006 (most recent of 8 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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,202,515 |
AON CONSULTING3 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $87,992 |
FORVIS MAZARS, LLP2 years Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $44,100 |
MOORE & VAN ALLEN PLLC10+ years Service code 29 PO BOX 198743 · ATLANTA, GA 30384 | Legal | $17,612 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,580 | $57,150-39.5% | $93,606-63.1% | $106,382-67.5% |
| Participation rate | 86.2% | 49.1%+37.1pp | 68.7%+17.5pp | 69.9%+16.3pp |
| Annual return | 14.42% | 15.81%-1.4pp | 133.20%-118.8pp | 17.37%-3.0pp |
| Employer contribution / active EE | $1,180 | $1,015+16.3% | $2,420-51.2% | $3,364-64.9% |
| Participant deferral / active EE | $2,092 | $1,853+12.9% | $4,411-52.6% | $5,569-62.4% |
| Admin fee / account holder | $33 | $64-49.2% | $8,285-99.6% | $79-58.8% |