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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,393,463 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $31,614 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $19,300 |
AON CONSULTING2 years Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $15,718 |
MOORE & VAN ALLEN PLLC4+ years Service code 29 PO BOX 198743 · ATLANTA, GA 30384 | Legal | $14,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,460 | $38,510-31.3% | $74,550-64.5% | $73,367-63.9% |
| Participation rate | 85.3% | 53.5%+31.8pp | 69.1%+16.2pp | 69.5%+15.9pp |
| Annual return | -4.20% | -0.94%-3.3pp | 32.53%-36.7pp | 173.45%-177.7pp |
| Employer contribution / active EE | $981 | $774+26.8% | $1,961-50.0% | $2,499-60.8% |
| Participant deferral / active EE | $1,530 | $1,421+7.7% | $3,108-50.8% | $4,033-62.1% |
| Admin fee / account holder | $47 | $52-10.4% | $5,060-99.1% | $68-32.0% |