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 INC2+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $3,050 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 | Investment Management | $0 |
Filed as: METROPOLITAN WEST FUNDS Service code 28 · EIN 95-4597302 | Investment Management | $0 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS Service code 28 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: TROWE PRICE RPS INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1 year Filed as: TROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
VICTORY1 year Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $37,007 | $41,281-10.4% | $109,313-66.1% | $57,658-35.8% |
| Participation rate | 65.8% | 59.3%+6.5pp | 71.3%-5.5pp | 70.2%-4.4pp |
| Annual return | 7.38% | 8.97%-1.6pp | 22.07%-14.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $424 | $1,201-64.7% | $3,892-89.1% | $1,974-78.5% |
| Participant deferral / active EE | $1,982 | $2,223-10.8% | $3,166-37.4% | $3,061-35.2% |
| Admin fee / account holder | $6 | $75-91.5% | $5,666-99.9% | $95-93.2% |