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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,131 |
MORNINGSTAR6+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $15,912 |
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 | $41,392 | $81,719-49.3% | $101,248-59.1% | $90,288-54.2% |
| Participation rate | 94.9% | 80.7%+14.2pp | 75.8%+19.1pp | 73.4%+21.6pp |
| Annual return | 17.25% | 337.64%-320.4pp | 46.47%-29.2pp | 53.97%-36.7pp |
| Employer contribution / active EE | $1,380 | $3,622-61.9% | $3,660-62.3% | $2,524-45.3% |
| Participant deferral / active EE | $3,497 | $3,310+5.7% | $4,370-20.0% | $4,232-17.4% |
| Admin fee / account holder | $19 | $162-88.1% | $5,945-99.7% | $114-83.2% |