Filed April 6, 2006 (most recent of 3 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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $161,357 |
Filed as: ALAVAREZ AND MARSAL TAX AND LLC Service code 10 600 MADISON AVE · NEW YORK, NY 10022 | Accounting | $156,085 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,367 | $145,516-11.8% | $184,203-30.3% | $99,062+29.6% |
| Participation rate | 98.5% | 90.3%+8.3pp | 86.8%+11.7pp | 71.6%+26.9pp |
| Annual return | 15.20% | 21.23%-6.0pp | 28.81%-13.6pp | 17.66%-2.5pp |
| Employer contribution / active EE | $4,783 | $5,354-10.7% | $6,427-25.6% | $3,262+46.6% |
| Participant deferral / active EE | $8,518 | $8,423+1.1% | $9,131-6.7% | $5,331+59.8% |
| Admin fee / account holder | $39 | $78-50.4% | $13,901-99.7% | $109-64.6% |