Filed December 19, 2002 (most recent of 2 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 | $1,087,324 |
NEPC, LLC3 years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $123,107 |
BAKER & HOSTETLER LLP4 years Service code 29 PO BOX 70189 · CLEVELAND, OH 44190 | Legal | $85,749 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 PO BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $77,650 |
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 | $151,487 | $94,554+60.2% | $133,956+13.1% | $106,222+42.6% |
| Participation rate | 90.8% | 76.2%+14.6pp | 79.8%+11.0pp | 70.8%+20.0pp |
| Annual return | 16.95% | 16.55%+0.4pp | 45.09%-28.1pp | 21.69%-4.7pp |
| Employer contribution / active EE | $4,613 | $2,503+84.3% | $3,919+17.7% | $2,723+69.4% |
| Participant deferral / active EE | $7,405 | $4,130+79.3% | $5,048+46.7% | $4,600+61.0% |
| Admin fee / account holder | $31 | $69-54.4% | $8,927-99.6% | $78-59.9% |