Filed February 21, 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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $225,430 |
RAMSEY SOLUTIONS1+ years Filed as: RAMSEY FINANCIAL WELLNESS Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $28,177 |
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 | $199,863 | $144,604+38.2% | $88,497+125.8% | $63,975+212.4% |
| Participation rate | 97.6% | 91.8%+5.7pp | 82.4%+15.2pp | 71.1%+26.5pp |
| Annual return | 9.92% | 9.63%+0.3pp | 7.63%+2.3pp | 48.65%-38.7pp |
| Employer contribution / active EE | $5,654 | $4,008+41.1% | $4,036+40.1% | $2,182+159.1% |
| Participant deferral / active EE | $8,370 | $7,027+19.1% | $4,899+70.9% | $3,356+149.4% |
| Admin fee / account holder | $66 | $78-16.2% | $6,220-98.9% | $70-6.7% |