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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,398,779 |
AON CONSULTING1 year Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $63,238 |
MOORE & VAN ALLEN PLLC1 year Filed as: MOORE AND VAN ALLEN PLLC Service code 29 PO BOX 198743 · ATLANTA, GA 30384 | Legal | $24,797 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $19,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,817 | $39,909-30.3% | $78,778-64.7% | $80,976-65.6% |
| Participation rate | 85.1% | 55.7%+29.4pp | 69.2%+15.9pp | 68.3%+16.9pp |
| Annual return | 18.47% | 23.47%-5.0pp | 35.62%-17.1pp | 22.91%-4.4pp |
| Employer contribution / active EE | $920 | $778+18.2% | $1,986-53.7% | $2,402-61.7% |
| Participant deferral / active EE | $1,364 | $1,359+0.4% | $2,958-53.9% | $3,848-64.6% |
| Admin fee / account holder | $48 | $50-4.3% | $5,134-99.1% | $67-29.5% |