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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,273,308 |
MERCER5 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $57,000 |
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 | $54,861 | $48,464+13.2% | $90,951-39.7% | $106,222-48.4% |
| Participation rate | 72.3% | 53.1%+19.2pp | 69.0%+3.3pp | 70.8%+1.5pp |
| Annual return | 18.25% | 16.72%+1.5pp | 134.60%-116.4pp | 21.69%-3.4pp |
| Employer contribution / active EE | $1,168 | $939+24.3% | $2,122-45.0% | $2,723-57.1% |
| Participant deferral / active EE | $2,569 | $1,510+70.2% | $3,373-23.8% | $4,600-44.1% |
| Admin fee / account holder | $34 | $58-41.8% | $5,959-99.4% | $78-57.0% |