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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,218,044 |
MERCER2 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $52,000 |
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 | $39,165 | $39,909-1.9% | $78,778-50.3% | $80,976-51.6% |
| Participation rate | 73.0% | 55.7%+17.2pp | 69.2%+3.8pp | 68.3%+4.7pp |
| Annual return | 21.34% | 23.47%-2.1pp | 35.62%-14.3pp | 22.91%-1.6pp |
| Employer contribution / active EE | $1,143 | $778+46.9% | $1,986-42.4% | $2,402-52.4% |
| Participant deferral / active EE | $2,230 | $1,359+64.1% | $2,958-24.6% | $3,848-42.1% |
| Admin fee / account holder | $55 | $50+11.2% | $5,134-98.9% | $67-18.0% |