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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,511,558 |
MERCER7 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $95,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,388 | $47,540+12.3% | $79,550-32.9% | $89,394-40.3% |
| Participation rate | 65.8% | 54.9%+10.9pp | 69.5%-3.7pp | 71.3%-5.5pp |
| Annual return | -17.31% | -8.05%-9.3pp | 0.16%-17.5pp | -11.89%-5.4pp |
| Employer contribution / active EE | $1,373 | $1,122+22.4% | $2,413-43.1% | $3,022-54.6% |
| Participant deferral / active EE | $2,942 | $1,961+50.0% | $3,985-26.2% | $5,123-42.6% |
| Admin fee / account holder | $43 | $59-27.3% | $6,832-99.4% | $79-46.4% |