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 | $122,259+1.3% | $147,005-15.8% | $199,768-38.0% |
| Participation rate | 96.9% | 78.3%+18.6pp | 82.2%+14.7pp | 72.0%+24.8pp |
| Annual return | 13.75% | 30.58%-16.8pp | 418.76%-405.0pp | 34.26%-20.5pp |
| Employer contribution / active EE | $2,079 | $4,097-49.3% | $4,934-57.9% | $3,037-31.5% |
| Participant deferral / active EE | $6,786 | $8,504-20.2% | $8,070-15.9% | $5,090+33.3% |
| Admin fee / account holder | $76 | $179-57.8% | $13,006-99.4% | $269-71.9% |