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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $35,560 |
MORNINGSTAR5+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $16,066 |
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 | $39,209 | $66,051-40.6% | $92,893-57.8% | $77,787-49.6% |
| Participation rate | 93.3% | 81.0%+12.3pp | 76.0%+17.3pp | 73.2%+20.1pp |
| Annual return | 22.06% | 20.69%+1.4pp | 109.41%-87.4pp | 32.57%-10.5pp |
| Employer contribution / active EE | $1,213 | $3,426-64.6% | $3,653-66.8% | $2,504-51.6% |
| Participant deferral / active EE | $3,182 | $3,013+5.6% | $4,236-24.9% | $3,967-19.8% |
| Admin fee / account holder | $23 | $148-84.5% | $5,794-99.6% | $100-77.1% |