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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $215,361 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 10900 NE 4TH STREET · BELLEVUE, WA 98004 | Accounting | $16,892 |
PERKINS COIE, LLP1 year Filed as: PERKINS COIE LLP Service code 29 P.O. BOX 24643 · SEATTLE, WA 98124 | Legal | $10,204 |
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 | $198,830 | $144,389+37.7% | $90,782+119.0% | $75,289+164.1% |
| Participation rate | 97.6% | 92.2%+5.4pp | 82.7%+14.9pp | 72.4%+25.1pp |
| Annual return | -4.74% | 0.91%-5.6pp | -3.42%-1.3pp | -0.04%-4.7pp |
| Employer contribution / active EE | $6,432 | $4,529+42.0% | $4,105+56.7% | $2,405+167.5% |
| Participant deferral / active EE | $9,660 | $7,882+22.6% | $5,366+80.0% | $3,739+158.4% |
| Admin fee / account holder | $59 | $102-42.7% | $5,908-99.0% | $102-42.6% |