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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,357,487 |
AON CONSULTING2+ years Filed as: AON HEWITT INVST. CONSULTING, INC. Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $61,298 |
MOORE & VAN ALLEN PLLC1 year Filed as: MOORE VAN ALLEN PLLC Service code 29 PO BOX 198743 · ATLANTA, GA 303848743 | Legal | $52,789 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,558 | $38,963-42.1% | $71,796-68.6% | $329,111-93.1% |
| Participation rate | 85.0% | 53.8%+31.2pp | 69.1%+15.9pp | 67.9%+17.1pp |
| Annual return | 6.46% | 9.85%-3.4pp | 78.04%-71.6pp | 16.35%-9.9pp |
| Employer contribution / active EE | $913 | $758+20.5% | $1,924-52.5% | $2,303-60.3% |
| Participant deferral / active EE | $1,208 | $1,286-6.1% | $2,794-56.8% | $3,682-67.2% |
| Admin fee / account holder | $45 | $50-10.4% | $4,815-99.1% | $754-94.0% |