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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,065,369 |
MERCER4 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $58,250 |
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 | $48,134 | $100,179-52.0% | $84,015-42.7% | $89,569-46.3% |
| Participation rate | 70.3% | 54.1%+16.2pp | 69.0%+1.3pp | 69.6%+0.7pp |
| Annual return | 24.58% | 22.50%+2.1pp | 71.31%-46.7pp | 34.56%-10.0pp |
| Employer contribution / active EE | $1,195 | $816+46.4% | $1,983-39.7% | $2,584-53.7% |
| Participant deferral / active EE | $2,504 | $1,459+71.6% | $3,239-22.7% | $4,220-40.7% |
| Admin fee / account holder | $54 | $72-25.7% | $6,101-99.1% | $72-25.2% |