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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $494,873 |
AON CONSULTING1+ years Filed as: AON HEWITT INVST. CONSULTING, INC. Service code 16 38584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $72,100 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $29,000 |
MOORE & VAN ALLEN PLLC1+ years Service code 29 100 NORTH TRYON STREET · CHARLOTTE, NC 28202 | Legal | $20,400 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE,DEAKINS,NASH,SMOAK&STEWART Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $5,396 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,150 | $36,004-35.7% | $64,105-63.9% | $69,651-66.8% |
| Participation rate | 84.8% | 47.3%+37.6pp | 68.2%+16.6pp | 66.6%+18.2pp |
| Annual return | 1.35% | 4.26%-2.9pp | 791.24%-789.9pp | 53.77%-52.4pp |
| Employer contribution / active EE | $858 | $617+39.1% | $1,820-52.9% | $2,241-61.7% |
| Participant deferral / active EE | $1,162 | $1,166-0.4% | $2,822-58.8% | $3,635-68.0% |
| Admin fee / account holder | $21 | $49-57.2% | $4,499-99.5% | $63-66.9% |