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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $235,756 |
RAMSEY SOLUTIONS2+ years Filed as: RAMSEY FINANCIAL WELLNESS Service code 16 1749 MALLORY LN · BRENTWOOD, TN 37027 | Consulting | $44,970 |
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 | $216,702 | $159,202+36.1% | $97,995+121.1% | $77,958+178.0% |
| Participation rate | 97.6% | 91.5%+6.1pp | 82.4%+15.2pp | 71.6%+25.9pp |
| Annual return | 15.80% | 28.47%-12.7pp | 23.94%-8.1pp | 20.87%-5.1pp |
| Employer contribution / active EE | $6,023 | $4,224+42.6% | $4,158+44.9% | $2,310+160.7% |
| Participant deferral / active EE | $8,947 | $7,461+19.9% | $5,097+75.5% | $3,537+153.0% |
| Admin fee / account holder | $70 | $83-15.0% | $5,943-98.8% | $97-27.9% |