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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $507,145 |
ERNST & YOUNG LLP1 year Service code 10 725 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Accounting | $23,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,712 | $93,789-12.9% | $67,834+20.5% | $329,111-75.2% |
| Participation rate | 63.5% | 65.9%-2.4pp | 68.8%-5.3pp | 67.9%-4.4pp |
| Annual return | 7.48% | 17.51%-10.0pp | 138.47%-131.0pp | 16.35%-8.9pp |
| Employer contribution / active EE | $1,109 | $3,924-71.7% | $2,403-53.8% | $2,303-51.8% |
| Participant deferral / active EE | $3,372 | $3,663-7.9% | $3,160+6.7% | $3,682-8.4% |
| Admin fee / account holder | $61 | $82-25.9% | $4,622-98.7% | $754-92.0% |