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 INC3+ years Filed as: T.ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $25,107 |
ARTISAN PARTNERS1 year Service code 28 · EIN 30-0551775 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ 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.
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 | $97,705 | $71,666+36.3% | $117,854-17.1% | $69,631+40.3% |
| Participation rate | 84.2% | 77.5%+6.6pp | 79.7%+4.5pp | 70.7%+13.5pp |
| Annual return | 21.98% | 18.86%+3.1pp | 335.08%-313.1pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $3,451 | $1,889+82.7% | $3,786-8.9% | $2,032+69.8% |
| Participant deferral / active EE | $4,672 | $3,340+39.9% | $4,482+4.2% | $3,224+44.9% |
| Admin fee / account holder | $31 | $120-74.2% | $8,020-99.6% | $110-71.9% |