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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $86,134 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,919 | $82,546-50.4% | $140,016-70.8% | $75,289-45.7% |
| Participation rate | 96.9% | 88.4%+8.6pp | 87.5%+9.4pp | 72.4%+24.5pp |
| Annual return | -10.05% | -0.36%-9.7pp | 651.12%-661.2pp | -0.04%-10.0pp |
| Employer contribution / active EE | $3,440 | $3,856-10.8% | $5,606-38.6% | $2,405+43.0% |
| Participant deferral / active EE | $4,430 | $5,731-22.7% | $6,927-36.0% | $3,739+18.5% |
| Admin fee / account holder | $29 | $86-66.4% | $10,705-99.7% | $102-71.8% |