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.
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 INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $3,700 |
DWS FUNDS1+ years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR FUNDS Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MET WEST Service code 28 | Investment Management | $0 |
OPPENHEIMER1+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 28 | Investment Management | $0 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS Service code 28 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,933 | $47,078-13.1% | $100,671-59.3% | $55,191-25.8% |
| Participation rate | 75.8% | 58.0%+17.7pp | 70.7%+5.1pp | 69.2%+6.6pp |
| Annual return | -0.11% | 0.65%-0.8pp | 20.43%-20.5pp | 10.78%-10.9pp |
| Employer contribution / active EE | $555 | $1,065-47.9% | $4,012-86.2% | $1,899-70.8% |
| Participant deferral / active EE | $2,349 | $2,038+15.3% | $3,144-25.3% | $3,046-22.9% |
| Admin fee / account holder | $9 | $153-94.3% | $4,850-99.8% | $91-90.4% |