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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $102,862 |
Filed as: WILLIS TOWERS WATSON Service code 10 28025 NETWORK PLACE · CHICAGO, IL 60673 | Accounting | $21,675 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $166,414 | $159,202+4.5% | $97,995+69.8% | $77,958+113.5% |
| Participation rate | 97.1% | 91.5%+5.6pp | 82.4%+14.7pp | 71.6%+25.5pp |
| Annual return | 14.03% | 28.47%-14.4pp | 23.94%-9.9pp | 20.87%-6.8pp |
| Employer contribution / active EE | $4,416 | $4,224+4.5% | $4,158+6.2% | $2,310+91.1% |
| Participant deferral / active EE | $8,419 | $7,461+12.8% | $5,097+65.2% | $3,537+138.1% |
| Admin fee / account holder | $69 | $83-16.1% | $5,943-98.8% | $97-28.7% |