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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $95,110 |
BUCK GLOBAL, LLC6 years Filed as: BUCK GLOBAL LLC Service code 16 PO BOX 207640 · DALLAS, TX 75320 | Consulting | $44,310 |
CROWE LLP3 years Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $40,143 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,470 | $110,299+50.9% | $102,423+62.5% | $199,593-16.6% |
| Participation rate | 90.9% | 86.3%+4.6pp | 76.5%+14.4pp | 72.0%+18.9pp |
| Annual return | 14.76% | 35.73%-21.0pp | 29.32%-14.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $8,969 | $3,603+148.9% | $3,023+196.7% | $3,034+195.6% |
| Participant deferral / active EE | $8,163 | $6,376+28.0% | $5,053+61.5% | $5,087+60.5% |
| Admin fee / account holder | $43 | $122-64.8% | $9,451-99.5% | $269-84.0% |