Filed December 4, 2002 (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 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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $163,928 |
CREATIVE PLANNING LLC2 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $66,500 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY US LLP Service code 10 777 W WISCONSIN AVE · MILWAUKEE, WI 53202 | Accounting | $42,925 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,175 | $31,741+294.4% | $56,411+121.9% | $199,593-37.3% |
| Participation rate | 74.1% | 32.3%+41.8pp | 52.5%+21.6pp | 72.0%+2.1pp |
| Annual return | 14.20% | 14.72%-0.5pp | 1701.33%-1687.1pp | 34.25%-20.1pp |
| Employer contribution / active EE | $3,573 | $508+603.9% | $1,039+244.0% | $3,034+17.8% |
| Participant deferral / active EE | $7,207 | $1,184+508.7% | $1,952+269.3% | $5,087+41.7% |
| Admin fee / account holder | $94 | $426-78.0% | $2,829-96.7% | $269-65.0% |