Filed January 24, 2006
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $235,510 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $45,911 |
THE KULLMAN FIRM9 years Service code 29 PO BOX 60118 · NEW ORLEANS, LA 70160 | Legal | $19,272 |
MORNINGSTAR10+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $15,006 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,809 | $122,186+1.3% | $146,958-15.8% | $199,593-38.0% |
| Participation rate | 96.9% | 78.3%+18.6pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 13.75% | 30.56%-16.8pp | 418.34%-404.6pp | 34.25%-20.5pp |
| Employer contribution / active EE | $2,079 | $4,093-49.2% | $4,933-57.9% | $3,034-31.5% |
| Participant deferral / active EE | $6,786 | $8,502-20.2% | $8,070-15.9% | $5,087+33.4% |
| Admin fee / account holder | $76 | $179-57.7% | $12,998-99.4% | $269-71.9% |