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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $74,701 |
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 | $56,835 | $110,699-48.7% | $177,821-68.0% | $90,288-37.1% |
| Participation rate | 96.4% | 88.3%+8.0pp | 87.7%+8.6pp | 73.4%+23.0pp |
| Annual return | 10.53% | 22.79%-12.3pp | 48.32%-37.8pp | 53.97%-43.4pp |
| Employer contribution / active EE | $3,790 | $4,118-8.0% | $5,918-36.0% | $2,524+50.2% |
| Participant deferral / active EE | $5,298 | $6,731-21.3% | $7,714-31.3% | $4,232+25.2% |
| Admin fee / account holder | $26 | $90-71.3% | $12,427-99.8% | $114-77.3% |