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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,827 |
KPMG LLP5 years Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $22,500 |
MORNINGSTAR6+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $13,764 |
THE KULLMAN FIRM5 years Service code 29 PO BOX 60118 · NEW ORLEANS, LA 70160 | Legal | $5,739 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,904 | $127,481-16.1% | $149,696-28.6% | $90,288+18.4% |
| Participation rate | 96.6% | 78.2%+18.4pp | 82.5%+14.1pp | 73.4%+23.2pp |
| Annual return | 15.84% | 57.78%-41.9pp | 276.60%-260.8pp | 53.97%-38.1pp |
| Employer contribution / active EE | $1,865 | $3,448-45.9% | $4,644-59.8% | $2,524-26.1% |
| Participant deferral / active EE | $5,498 | $6,975-21.2% | $6,842-19.6% | $4,232+29.9% |
| Admin fee / account holder | $23 | $152-85.0% | $9,309-99.8% | $114-80.0% |