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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,155 |
MORNINGSTAR8+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $13,192 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
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 | $38,315 | $76,774-50.1% | $112,228-65.9% | $77,904-50.8% |
| Participation rate | 95.9% | 80.2%+15.8pp | 75.1%+20.9pp | 73.7%+22.2pp |
| Annual return | -17.16% | -10.25%-6.9pp | 27.45%-44.6pp | 12.21%-29.4pp |
| Employer contribution / active EE | $1,690 | $3,977-57.5% | $3,635-53.5% | $2,848-40.6% |
| Participant deferral / active EE | $4,273 | $3,778+13.1% | $4,728-9.6% | $4,806-11.1% |
| Admin fee / account holder | $17 | $239-92.8% | $6,410-99.7% | $133-86.9% |