Filed March 17, 2006 (most recent of 2 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 | $127,249 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWER WATSON Service code 10 28025 NETWORK PLACE · CHICAGO, IL 60673 | Accounting | $65,025 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,105 | $144,604+5.2% | $88,497+71.9% | $63,975+137.8% |
| Participation rate | 98.6% | 91.8%+6.7pp | 82.4%+16.2pp | 71.1%+27.4pp |
| Annual return | 9.09% | 9.63%-0.5pp | 7.63%+1.5pp | 48.65%-39.6pp |
| Employer contribution / active EE | $4,160 | $4,008+3.8% | $4,036+3.1% | $2,182+90.7% |
| Participant deferral / active EE | $8,190 | $7,027+16.6% | $4,899+67.2% | $3,356+144.0% |
| Admin fee / account holder | $99 | $78+25.8% | $6,220-98.4% | $70+40.0% |