Filed February 20, 2005 (most recent of 2 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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,265 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $14,954 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,394 | $221,442-83.1% | $92,233-59.5% | $77,958-52.0% |
| Participation rate | 93.2% | 79.6%+13.6pp | 76.5%+16.7pp | 71.6%+21.5pp |
| Annual return | 17.86% | 15.65%+2.2pp | 176.28%-158.4pp | 20.87%-3.0pp |
| Employer contribution / active EE | $1,061 | $3,226-67.1% | $3,679-71.2% | $2,310-54.1% |
| Participant deferral / active EE | $2,804 | $2,779+0.9% | $3,897-28.1% | $3,537-20.7% |
| Admin fee / account holder | $15 | $210-92.7% | $5,194-99.7% | $97-84.4% |