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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $178,202 |
BEACON POINTE ADVISORS LLC2 years Filed as: AM BEACON SMALL FUNDS Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON FUNDS Service code 28 | Investment Management | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY FUNDS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 75-2401150 | Investment Management | $0 |
BLACKROCK2 years Service code 28 · EIN 04-6171663 | Investment Management | $0 |
BLACKROCK4 years Filed as: BLACKROCK FUNDS Service code 28 | Investment Management | $0 |
COHEN & STEERS2 years Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA4 years Filed as: COLUMBIA FUNDS Service code 28 | Investment Management | $0 |
COLUMBIA2 years Filed as: COLUMBIA OVERSEAS VAL INSTL 3 Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,225 | $2,679,533-98.1% | $164,813-68.3% | $199,593-73.8% |
| Participation rate | 33.6% | 78.3%-44.7pp | 78.6%-45.0pp | 72.0%-38.4pp |
| Annual return | 9.95% | 17.93%-8.0pp | 69.93%-60.0pp | 34.25%-24.3pp |
| Employer contribution / active EE | $101 | $2,970-96.6% | $4,341-97.7% | $3,034-96.7% |
| Participant deferral / active EE | $1,408 | $5,010-71.9% | $6,031-76.7% | $5,087-72.3% |
| Admin fee / account holder | $45 | $1,982-97.7% | $12,690-99.6% | $269-83.4% |