Filed June 17, 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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $443,938 |
ERNST & YOUNG LLP9 years Service code 10 P.O. BOX 640382 · PITTSBURGH, PA 15264 | Accounting | $25,000 |
ALIGHT SOLUTIONS LLC7 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $22,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,459 | $140,910-9.5% | $76,002+67.7% | $106,408+19.8% |
| Participation rate | 67.6% | 64.1%+3.5pp | 69.1%-1.5pp | 69.9%-2.3pp |
| Annual return | 14.29% | 16.51%-2.2pp | 360.07%-345.8pp | 17.37%-3.1pp |
| Employer contribution / active EE | $2,663 | $5,354-50.3% | $2,688-0.9% | $3,361-20.8% |
| Participant deferral / active EE | $4,869 | $5,004-2.7% | $4,257+14.4% | $5,567-12.5% |
| Admin fee / account holder | $39 | $117-66.7% | $6,414-99.4% | $79-50.6% |