Filed October 18, 2004 (most recent of 3 filings on file)
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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $102,419 |
FNB WEALTH MANAGEMENT2+ years Service code 14 ONE FNB BOULEVARD · HERMITAGE, PA 16148 | Plan Administrator | $82,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,759 | $80,354-41.8% | $133,980-65.1% | $63,975-26.9% |
| Participation rate | 95.1% | 87.5%+7.6pp | 87.1%+8.1pp | 71.1%+24.0pp |
| Annual return | 15.13% | 13.11%+2.0pp | 29.30%-14.2pp | 48.65%-33.5pp |
| Employer contribution / active EE | $2,399 | $3,503-31.5% | $5,211-54.0% | $2,182+10.0% |
| Participant deferral / active EE | $3,414 | $5,239-34.8% | $6,282-45.6% | $3,356+1.7% |
| Admin fee / account holder | $41 | $69-41.3% | $9,324-99.6% | $70-42.3% |