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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $942,790 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON CAPITAL ADVISORS, INC Service code 27 3355 LENOX ROAD · ATLANTA, GA 30326 | Advisory (Plan) | $67,000 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $56,406 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC Service code 16 85 BROAD STREET · NEW YORK, NY 10004 | Consulting | $18,750 |
MORNINGSTAR3 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $10,684 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,000 | $45,365+100.6% | $58,482+55.6% | $96,393-5.6% |
| Participation rate | 45.6% | 30.9%+14.7pp | 50.9%-5.3pp | 71.3%-25.7pp |
| Annual return | 29.16% | 20.48%+8.7pp | 4239.32%-4210.2pp | 22.88%+6.3pp |
| Employer contribution / active EE | $1,157 | $584+98.1% | $1,053+9.9% | $3,238-64.3% |
| Participant deferral / active EE | $2,788 | $1,304+113.8% | $1,924+44.9% | $5,455-48.9% |
| Admin fee / account holder | $44 | $74-41.2% | $2,516-98.3% | $74-40.9% |