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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $514,543 |
ERNST & YOUNG LLP7 years Service code 10 P.O. BOX 640382 · PITTSBURG, PA 15264 | Accounting | $25,000 |
ALIGHT SOLUTIONS LLC5 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $11,528 |
O'MELVENY & MYERS LLP4 years Service code 29 610 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Legal | $9,691 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,398 | $96,461+3.0% | $68,791+44.5% | $89,394+11.2% |
| Participation rate | 67.6% | 64.2%+3.4pp | 69.0%-1.4pp | 71.3%-3.7pp |
| Annual return | -18.94% | -13.05%-5.9pp | -6.38%-12.6pp | -11.89%-7.1pp |
| Employer contribution / active EE | $2,359 | $3,671-35.7% | $2,655-11.1% | $3,022-21.9% |
| Participant deferral / active EE | $4,460 | $4,123+8.2% | $3,941+13.2% | $5,123-12.9% |
| Admin fee / account holder | $47 | $102-54.3% | $4,932-99.1% | $79-41.4% |