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 INC2+ years Filed as: T.ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $24,651 |
ALLIANZ GLOBAL INVESTORS2+ years Filed as: ALLIANZ Service code 28 · EIN 02-0639354 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ 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 | $79,715 | $107,378-25.8% | $108,579-26.6% | $57,658+38.3% |
| Participation rate | 76.3% | 77.1%-0.8pp | 79.6%-3.3pp | 70.2%+6.1pp |
| Annual return | 6.55% | 12.80%-6.2pp | -51.70%+58.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,977 | $1,782+67.1% | $3,758-20.8% | $1,974+50.8% |
| Participant deferral / active EE | $3,896 | $3,221+21.0% | $4,311-9.6% | $3,061+27.3% |
| Admin fee / account holder | $30 | $108-72.5% | $7,645-99.6% | $95-68.4% |