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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $160,366 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $112,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,732 | $53,136+63.2% | $155,509-44.2% | $199,593-56.5% |
| Participation rate | 96.1% | 64.1%+32.0pp | 78.2%+17.9pp | 72.0%+24.2pp |
| Annual return | 13.60% | 41.15%-27.5pp | 64.67%-51.1pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,691 | $1,851-8.7% | $4,672-63.8% | $3,034-44.3% |
| Participant deferral / active EE | $5,305 | $3,161+67.8% | $5,626-5.7% | $5,087+4.3% |
| Admin fee / account holder | $98 | $185-47.0% | $15,912-99.4% | $269-63.4% |