Filed April 29, 2002
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 |
|---|---|---|
Service code 28 P. O. BOX 64271 · BALTIMORE, MD 212644271 | Investment Management | $14,900 |
T ROWE PRICE RPS INC11+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $700 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 28 · EIN 52-1309931 | Investment Management | $550 |
BAIRD FUNDS2 years Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,984 | $117,983+30.5% | $101,794+51.3% | $142,382+8.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.07% | 36.92%-22.8pp | 30.53%-16.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,941 | $2,773+78.2% | $2,289+115.9% | $4,299+14.9% |
| Participant deferral / active EE | $15,035 | $4,714+219.0% | $4,084+268.1% | $6,507+131.1% |
| Admin fee / account holder | $111 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |