Filed October 18, 2004
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 |
|---|---|---|
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP CHARTERED Service code 16 1701 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20073 | Consulting | $246,317 |
MERCER1+ years Service code 16 PO BOX 13793 · NEWARK, NJ 07188 | Consulting | $95,725 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $66,667 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $58,595 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,054 |
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 | $167,231 | $99,628+67.9% | $105,218+58.9% | $59,188+182.5% |
| Participation rate | 82.3% | 80.5%+1.9pp | 77.2%+5.1pp | 69.4%+12.9pp |
| Annual return | 1.60% | 3.21%-1.6pp | 5.33%-3.7pp | 5.51%-3.9pp |
| Employer contribution / active EE | $3,209 | $2,454+30.8% | $3,255-1.4% | $2,098+53.0% |
| Participant deferral / active EE | $10,029 | $4,189+139.4% | $4,867+106.1% | $3,265+207.2% |
| Admin fee / account holder | $131 | $62+110.2% | $6,992-98.1% | $92+42.4% |