Filed April 14, 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 INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,301,579 |
MERCER9 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $91,123 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $13,032 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,001 | $57,150-0.3% | $93,606-39.1% | $106,382-46.4% |
| Participation rate | 44.8% | 49.1%-4.3pp | 68.7%-23.9pp | 69.9%-25.1pp |
| Annual return | 14.30% | 15.81%-1.5pp | 133.20%-118.9pp | 17.37%-3.1pp |
| Employer contribution / active EE | $695 | $1,015-31.6% | $2,420-71.3% | $3,364-79.3% |
| Participant deferral / active EE | $1,480 | $1,853-20.1% | $4,411-66.4% | $5,569-73.4% |
| Admin fee / account holder | $31 | $64-52.1% | $8,285-99.6% | $79-61.1% |