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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $156,595 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,431 | $211,459+38.3% | $119,258+145.2% | $93,030+214.3% |
| Participation rate | 97.1% | 94.1%+3.1pp | 82.7%+14.4pp | 73.9%+23.2pp |
| Annual return | 15.02% | 39.10%-24.1pp | 30.69%-15.7pp | 158.70%-143.7pp |
| Employer contribution / active EE | $7,398 | $5,958+24.2% | $4,384+68.7% | $2,706+173.4% |
| Participant deferral / active EE | $11,763 | $9,654+21.9% | $6,111+92.5% | $4,562+157.8% |
| Admin fee / account holder | $37 | $124-70.0% | $7,226-99.5% | $152-75.5% |