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 |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $113,397 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $112,049 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $80,750 |
MERCER4+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $35,000 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 10 39584 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $32,235 |
MILLER KAPLAN ARASE LLP3 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $18,500 |
MORNINGSTAR4+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $14,302 |
ALIGHT SOLUTIONS LLC1 year Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $10,000 |
Filed as: TAI-SSC ACCOUNTING Service code 14 9740 IRVINE BLVD. · IRVINE, CA 92618 | Plan Administrator | $9,714 |
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 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 | $197,926 | $118,101+67.6% | $106,387+86.0% | $75,289+162.9% |
| Participation rate | 63.1% | 81.4%-18.4pp | 77.5%-14.4pp | 72.4%-9.4pp |
| Annual return | -38.35% | -2.42%-35.9pp | 0.25%-38.6pp | -0.04%-38.3pp |
| Employer contribution / active EE | $2,967 | $2,880+3.0% | $3,520-15.7% | $2,405+23.4% |
| Participant deferral / active EE | $9,450 | $4,681+101.9% | $5,421+74.3% | $3,739+152.8% |
| Admin fee / account holder | $204 | $85+140.8% | $7,510-97.3% | $102+98.9% |