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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,879,351 |
MERCER3 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $54,500 |
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 | $38,701 | $38,510+0.5% | $74,550-48.1% | $73,367-47.3% |
| Participation rate | 70.0% | 53.5%+16.5pp | 69.1%+0.9pp | 69.5%+0.5pp |
| Annual return | -5.19% | -0.94%-4.2pp | 32.53%-37.7pp | 173.45%-178.6pp |
| Employer contribution / active EE | $1,150 | $774+48.7% | $1,961-41.3% | $2,499-54.0% |
| Participant deferral / active EE | $2,352 | $1,421+65.6% | $3,108-24.3% | $4,033-41.7% |
| Admin fee / account holder | $49 | $52-5.9% | $5,060-99.0% | $68-28.5% |