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 GROUP2+ years Filed as: GROOM LAW GROUP CHARTERED Service code 29 DEPARTMENT #0589 · WASHINGTON, DC 20073 | Legal | $264,878 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $53,938 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $50,196 |
HEWITT ASSOCIATES LLC1 year Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $37,958 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 PO BOX 2598 · RINCON, GA 31326 | Accounting | $32,500 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,098 |
MERCER2+ years Service code 16 PO BOX 100260 · PASADENA, CA 91189 | Consulting | $27,882 |
Filed as: TAI-SSC ACCOUNTING Service code 10 9740 IRVINE BLVD · IRVINE, CA 92618 | Accounting | $10,459 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,052 | $107,045+21.5% | $108,745+19.6% | $63,975+103.3% |
| Participation rate | 66.4% | 81.9%-15.5pp | 77.7%-11.3pp | 71.1%-4.7pp |
| Annual return | 1.51% | 18.14%-16.6pp | 46.22%-44.7pp | 48.65%-47.1pp |
| Employer contribution / active EE | $2,513 | $2,651-5.2% | $3,323-24.4% | $2,182+15.2% |
| Participant deferral / active EE | $7,283 | $4,292+69.7% | $5,121+42.2% | $3,356+117.0% |
| Admin fee / account holder | $108 | $67+60.4% | $6,144-98.2% | $70+52.9% |