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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,537 |
KPMG LLP2 years Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $22,500 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $14,783 |
THE KULLMAN FIRM2 years Service code 29 PO BOX 60118 · NEW ORLEANS, LA 70160 | Legal | $6,645 |
UKG INC1 year Filed as: THE ULTIMATE SOFTWARE GROUP Service code 49 PO BOX 930953 · ATLANTA, GA 31193 | Other Services | $5,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,095 | $96,458-24.2% | $136,294-46.4% | $77,958-6.2% |
| Participation rate | 94.8% | 75.4%+19.5pp | 81.9%+12.9pp | 71.6%+23.2pp |
| Annual return | 17.89% | 23.78%-5.9pp | 5155.94%-5138.0pp | 20.87%-3.0pp |
| Employer contribution / active EE | $1,551 | $3,144-50.7% | $4,695-67.0% | $2,310-32.9% |
| Participant deferral / active EE | $4,503 | $5,902-23.7% | $6,247-27.9% | $3,537+27.3% |
| Admin fee / account holder | $21 | $80-74.4% | $9,243-99.8% | $97-78.9% |