Filed December 27, 2007
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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $49,304 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,093 | $91,372+20.5% | $129,995-15.3% | $74,419+47.9% |
| Participation rate | 57.9% | 77.8%-19.9pp | 78.5%-20.6pp | 70.7%-12.8pp |
| Annual return | 16.95% | 23.21%-6.3pp | -137.18%+154.1pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,378 | $2,563-46.3% | $4,320-68.1% | $2,637-47.8% |
| Participant deferral / active EE | $4,538 | $4,721-3.9% | $5,820-22.0% | $4,528+0.2% |
| Admin fee / account holder | $112 | $283-60.4% | $10,614-98.9% | $348-67.7% |