Filed February 7, 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 |
|---|---|---|
WHITLEY PENN LLP6+ years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $17,563 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $15,244 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RET PLAN SERVICES Service code 33 · EIN 52-1714114 | Other services; Participant loan proc... | $12,755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,148 | $85,135+81.1% | $98,907+55.9% | $73,409+110.0% |
| Participation rate | 98.4% | 81.1%+17.2pp | 76.0%+22.3pp | 72.2%+26.2pp |
| Annual return | 15.23% | 19.14%-3.9pp | 196.43%-181.2pp | 59.29%-44.1pp |
| Employer contribution / active EE | $9,631 | $2,721+254.0% | $2,689+258.2% | $2,234+331.2% |
| Participant deferral / active EE | $14,376 | $4,349+230.5% | $4,244+238.7% | $3,805+277.8% |
| Admin fee / account holder | $50 | $139-64.0% | $6,642-99.2% | $158-68.2% |