Filed June 2, 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 INC1+ years Filed as: T.ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $20,333 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ Service code 28 · EIN 02-0639354 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,595 | $57,096+37.7% | $94,224-16.6% | $55,191+42.4% |
| Participation rate | 75.6% | 75.7%0pp | 78.8%-3.1pp | 69.2%+6.5pp |
| Annual return | 4.25% | 159.65%-155.4pp | 10.68%-6.4pp | 10.78%-6.5pp |
| Employer contribution / active EE | $2,971 | $1,708+73.9% | $3,587-17.2% | $1,899+56.5% |
| Participant deferral / active EE | $3,901 | $3,165+23.2% | $4,320-9.7% | $3,046+28.0% |
| Admin fee / account holder | $27 | $89-69.4% | $6,269-99.6% | $91-69.9% |