Filed October 18, 2004 (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 9-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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $164,766 |
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $146,000 |
PLANTE & MORAN, PLLC8 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $27,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,364 | $50,127+56.3% | $149,673-47.6% | $80,160-2.2% |
| Participation rate | 96.0% | 64.3%+31.7pp | 78.8%+17.2pp | 72.9%+23.0pp |
| Annual return | 19.88% | 29.82%-9.9pp | 134.42%-114.5pp | 40.38%-20.5pp |
| Employer contribution / active EE | $1,652 | $1,865-11.4% | $4,818-65.7% | $2,978-44.5% |
| Participant deferral / active EE | $5,080 | $3,194+59.1% | $5,680-10.6% | $5,017+1.2% |
| Admin fee / account holder | $123 | $153-19.4% | $13,210-99.1% | $145-15.1% |