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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $152,842 |
CLARK NUBER2 years Filed as: CLARK NUBER PS Service code 10 10900 NE 4TH STREET · BELLEVUE, WA 98004 | Accounting | $21,800 |
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 | $233,282 | $168,477+38.5% | $105,387+121.4% | $77,787+199.9% |
| Participation rate | 97.8% | 91.6%+6.1pp | 82.6%+15.2pp | 73.2%+24.6pp |
| Annual return | 21.06% | 25.62%-4.6pp | 26.82%-5.8pp | 32.57%-11.5pp |
| Employer contribution / active EE | $6,796 | $4,957+37.1% | $4,213+61.3% | $2,504+171.4% |
| Participant deferral / active EE | $10,449 | $8,141+28.4% | $5,502+89.9% | $3,967+163.4% |
| Admin fee / account holder | $42 | $103-59.3% | $6,559-99.4% | $100-58.3% |