Filed November 15, 2004
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 INC4 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $31,277 |
BLACKROCK4 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Filed as: TRANSAMERICA FUNDS Service code 28 · EIN 46-0818532 | Investment Management | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,389 | $78,485+134.9% | $106,213+73.6% | $74,495+147.5% |
| Participation rate | 91.9% | 72.8%+19.1pp | 75.3%+16.6pp | 67.2%+24.7pp |
| Annual return | 12.46% | 15.95%-3.5pp | 116.14%-103.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,575 | $2,523+2.1% | $3,171-18.8% | $2,623-1.8% |
| Participant deferral / active EE | $11,196 | $4,322+159.0% | $5,016+123.2% | $4,346+157.6% |
| Admin fee / account holder | $165 | $2,232-92.6% | $11,033-98.5% | $1,942-91.5% |