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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,555,595 |
AON CONSULTING3 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $61,423 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $21,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,248 | $48,464-37.6% | $90,951-66.7% | $106,222-71.5% |
| Participation rate | 85.5% | 53.1%+32.4pp | 69.0%+16.5pp | 70.8%+14.7pp |
| Annual return | 17.31% | 16.72%+0.6pp | 134.60%-117.3pp | 21.69%-4.4pp |
| Employer contribution / active EE | $1,043 | $939+11.1% | $2,122-50.8% | $2,723-61.7% |
| Participant deferral / active EE | $1,694 | $1,510+12.2% | $3,373-49.8% | $4,600-63.2% |
| Admin fee / account holder | $42 | $58-28.1% | $5,959-99.3% | $78-46.9% |