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 |
|---|---|---|
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE RET PLAN SERVICES Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $64,044 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $53,501 |
CREATIVE PLANNING LLC1 year Service code 16 5454 W 110TH STREET · OVERLAND, KS 66211 | Consulting | $16,212 |
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $1,985 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,178 | $81,908+117.5% | $90,749+96.3% | $64,808+174.9% |
| Participation rate | 98.1% | 80.5%+17.6pp | 75.7%+22.4pp | 71.5%+26.6pp |
| Annual return | -12.71% | -12.53%-0.2pp | -12.16%-0.5pp | 32.82%-45.5pp |
| Employer contribution / active EE | $8,471 | $3,065+176.4% | $2,921+190.0% | $2,506+238.1% |
| Participant deferral / active EE | $13,341 | $4,840+175.6% | $4,564+192.3% | $4,310+209.5% |
| Admin fee / account holder | $158 | $157+0.8% | $8,445-98.1% | $188-15.6% |