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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $201,175 |
FINANCIAL ENGINES3 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $49,506 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,739 | $61,756-1.6% | $70,092-13.3% | $77,904-22.0% |
| Participation rate | 88.7% | 79.9%+8.8pp | 70.5%+18.2pp | 73.7%+15.0pp |
| Annual return | -14.84% | -11.86%-3.0pp | 190.73%-205.6pp | 12.21%-27.0pp |
| Employer contribution / active EE | $1,654 | $2,706-38.9% | $2,559-35.3% | $2,848-41.9% |
| Participant deferral / active EE | $2,837 | $3,977-28.7% | $3,849-26.3% | $4,806-41.0% |
| Admin fee / account holder | $76 | $101-25.4% | $6,267-98.8% | $133-42.9% |