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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,521,584 |
AON CONSULTING4 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $61,000 |
BKD, LLP4 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $22,000 |
MOORE & VAN ALLEN PLLC7+ years Service code 29 PO BOX 198743 · ATLANTA, GA 30384 | Legal | $10,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,322 | $55,785-34.9% | $96,562-62.4% | $106,520-65.9% |
| Participation rate | 86.0% | 53.4%+32.6pp | 69.8%+16.2pp | 71.3%+14.7pp |
| Annual return | 14.18% | 17.66%-3.5pp | 37.78%-23.6pp | 19.28%-5.1pp |
| Employer contribution / active EE | $1,115 | $1,042+7.1% | $2,356-52.7% | $2,840-60.7% |
| Participant deferral / active EE | $2,135 | $1,782+19.8% | $3,849-44.5% | $4,948-56.9% |
| Admin fee / account holder | $44 | $59-24.2% | $6,181-99.3% | $75-40.3% |