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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,479,671 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $64,463 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $17,000 |
MOORE & VAN ALLEN PLLC5+ years Service code 29 PO BOX 198743 · ATLANTA, GA 30384 | Legal | $8,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,609 | $100,179-70.4% | $84,015-64.8% | $89,569-66.9% |
| Participation rate | 84.4% | 54.1%+30.3pp | 69.0%+15.4pp | 69.6%+14.9pp |
| Annual return | 21.78% | 22.50%-0.7pp | 71.31%-49.5pp | 34.56%-12.8pp |
| Employer contribution / active EE | $1,017 | $816+24.5% | $1,983-48.7% | $2,584-60.7% |
| Participant deferral / active EE | $1,590 | $1,459+9.0% | $3,239-50.9% | $4,220-62.3% |
| Admin fee / account holder | $45 | $72-37.1% | $6,101-99.3% | $72-36.7% |