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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,313,755 |
MERCER1 year Service code 16 P.O. BOX 13793 · DALLAS, TX 75373 | Consulting | $57,000 |
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 | $33,205 | $38,963-14.8% | $71,796-53.8% | $329,111-89.9% |
| Participation rate | 74.2% | 53.8%+20.4pp | 69.1%+5.1pp | 67.9%+6.3pp |
| Annual return | 7.62% | 9.85%-2.2pp | 78.04%-70.4pp | 16.35%-8.7pp |
| Employer contribution / active EE | $1,095 | $758+44.5% | $1,924-43.1% | $2,303-52.5% |
| Participant deferral / active EE | $2,051 | $1,286+59.5% | $2,794-26.6% | $3,682-44.3% |
| Admin fee / account holder | $60 | $50+18.1% | $4,815-98.8% | $754-92.1% |