Filed October 18, 2004
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS5 years Service code 16 6 N. PARK DRIVE · HUNT VALLEY, MD 21030 | Consulting | $14,560 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $11,025 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $3,475 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,845 | $58,778-6.7% | $129,295-57.6% | $77,671-29.4% |
| Participation rate | 91.0% | 59.2%+31.8pp | 69.6%+21.4pp | 70.6%+20.4pp |
| Annual return | 11.90% | 24.73%-12.8pp | 9429.28%-9417.4pp | 31.21%-19.3pp |
| Employer contribution / active EE | $1,764 | $1,952-9.7% | $4,157-57.6% | $2,726-35.3% |
| Participant deferral / active EE | $4,686 | $3,212+45.9% | $4,169+12.4% | $4,648+0.8% |
| Admin fee / account holder | $99 | $589-83.2% | $7,665-98.7% | $430-76.9% |