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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $1,193,212 |
Filed as: IRON CAPITAL ADVISORS, INC Service code 16 3355 LENOX ROAD SUITE 295 · ATLANTA, GA 30326 | Consulting | $67,000 |
CROWE LLP1 year Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $53,975 |
ALIGHT SOLUTIONS LLC1 year Service code 14 P.O. BOX 95135 · CHICAGO, IL 60694 | Plan Administrator | $34,500 |
SEYFARTH SHAW LLP1 year Service code 16 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Consulting | $33,826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,473 | $48,082+67.4% | $77,482+3.9% | $106,222-24.2% |
| Participation rate | 52.9% | 33.6%+19.4pp | 54.2%-1.3pp | 70.8%-17.9pp |
| Annual return | 17.53% | 15.72%+1.8pp | 54.79%-37.3pp | 21.69%-4.2pp |
| Employer contribution / active EE | $971 | $457+112.3% | $986-1.6% | $2,723-64.3% |
| Participant deferral / active EE | $2,199 | $1,043+110.9% | $1,861+18.2% | $4,600-52.2% |
| Admin fee / account holder | $52 | $79-34.1% | $2,858-98.2% | $78-33.2% |