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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $100,959 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,010 | $95,776-44.7% | $162,163-67.3% | $77,787-31.9% |
| Participation rate | 97.0% | 88.6%+8.4pp | 87.6%+9.5pp | 73.2%+23.8pp |
| Annual return | 25.84% | 37.03%-11.2pp | 115.59%-89.7pp | 32.57%-6.7pp |
| Employer contribution / active EE | $3,603 | $3,874-7.0% | $5,614-35.8% | $2,504+43.9% |
| Participant deferral / active EE | $4,846 | $6,125-20.9% | $7,298-33.6% | $3,967+22.1% |
| Admin fee / account holder | $32 | $88-63.7% | $10,843-99.7% | $100-68.2% |