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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $488,108 |
ERNST & YOUNG LLP5 years Service code 10 P.O. BOX 640382 · PITTSBURG, PA 15264 | Accounting | $25,000 |
ALIGHT SOLUTIONS LLC3 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $18,723 |
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 | $112,486 | $123,048-8.6% | $81,983+37.2% | $106,222+5.9% |
| Participation rate | 72.6% | 65.1%+7.5pp | 69.2%+3.3pp | 70.8%+1.8pp |
| Annual return | 19.44% | 14.83%+4.6pp | 41.31%-21.9pp | 21.69%-2.3pp |
| Employer contribution / active EE | $1,953 | $3,893-49.8% | $2,498-21.8% | $2,723-28.3% |
| Participant deferral / active EE | $4,136 | $4,168-0.8% | $3,722+11.1% | $4,600-10.1% |
| Admin fee / account holder | $52 | $116-55.7% | $5,664-99.1% | $78-34.2% |