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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,532 |
MORNINGSTAR4+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $15,476 |
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 | $32,855 | $60,396-45.6% | $83,848-60.8% | $75,289-56.4% |
| Participation rate | 93.7% | 80.7%+13.0pp | 76.1%+17.6pp | 72.4%+21.3pp |
| Annual return | -4.66% | 3.84%-8.5pp | 850.88%-855.5pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,108 | $3,343-66.9% | $3,631-69.5% | $2,405-53.9% |
| Participant deferral / active EE | $2,967 | $2,922+1.5% | $4,082-27.3% | $3,739-20.6% |
| Admin fee / account holder | $17 | $141-88.0% | $5,478-99.7% | $102-83.4% |