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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $40,001 |
MORNINGSTAR10+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $14,378 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,848 | $241,101-78.5% | $103,333-49.8% | $199,593-74.0% |
| Participation rate | 96.0% | 78.3%+17.7pp | 74.5%+21.5pp | 72.0%+24.0pp |
| Annual return | 12.77% | 17.80%-5.0pp | 24.88%-12.1pp | 34.25%-21.5pp |
| Employer contribution / active EE | $1,906 | $4,244-55.1% | $3,868-50.7% | $3,034-37.2% |
| Participant deferral / active EE | $5,075 | $3,958+28.2% | $5,057+0.4% | $5,087-0.2% |
| Admin fee / account holder | $20 | $288-93.0% | $8,355-99.8% | $269-92.5% |