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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $38,649 |
MORNINGSTAR9+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $12,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,799 | $88,480-49.4% | $96,683-53.7% | $80,160-44.1% |
| Participation rate | 95.9% | 79.9%+16.0pp | 74.3%+21.6pp | 72.9%+23.0pp |
| Annual return | 17.69% | 22.53%-4.8pp | 35.69%-18.0pp | 40.38%-22.7pp |
| Employer contribution / active EE | $1,856 | $4,176-55.6% | $3,737-50.3% | $2,978-37.7% |
| Participant deferral / active EE | $4,787 | $3,959+20.9% | $4,878-1.9% | $5,017-4.6% |
| Admin fee / account holder | $19 | $212-91.2% | $6,730-99.7% | $145-87.2% |