Filed October 13, 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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,000,381 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $75,172 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $60,758 |
SEYFARTH SHAW LLP5 years Service code 29 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Legal | $15,345 |
MORNINGSTAR4 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $11,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,405 | $47,385+71.8% | $56,411+44.3% | $106,382-23.5% |
| Participation rate | 58.2% | 33.2%+25.0pp | 52.5%+5.8pp | 69.9%-11.7pp |
| Annual return | 12.05% | 17.29%-5.2pp | 1701.33%-1689.3pp | 17.37%-5.3pp |
| Employer contribution / active EE | $1,264 | $623+102.9% | $1,039+21.7% | $3,364-62.4% |
| Participant deferral / active EE | $2,954 | $1,440+105.1% | $1,952+51.4% | $5,569-46.9% |
| Admin fee / account holder | $39 | $78-50.3% | $2,829-98.6% | $79-51.0% |