Filed January 31, 2002 (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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $228,098 |
FINANCIAL ENGINES1 year Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $29,523 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,557 | $72,066-9.0% | $81,930-20.0% | $90,288-27.4% |
| Participation rate | 88.6% | 78.9%+9.7pp | 72.0%+16.6pp | 73.4%+15.3pp |
| Annual return | 84.44% | 15.92%+68.5pp | 29.49%+55.0pp | 53.97%+30.5pp |
| Employer contribution / active EE | $461 | $2,335-80.3% | $4,310-89.3% | $2,524-81.7% |
| Participant deferral / active EE | $2,317 | $3,557-34.9% | $7,107-67.4% | $4,232-45.3% |
| Admin fee / account holder | $108 | $92+17.0% | $5,158-97.9% | $114-5.1% |