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 |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $158,106 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 16 · EIN 20-8874282 | Consulting | $106,250 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $28,950 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 16 P.O. BOX 116223 · ATLANTA, GA 303686223 | Consulting | $7,334 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $750 |
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 | $93,690 | $21,965+326.5% | $59,496+57.5% | $59,188+58.3% |
| Participation rate | 70.2% | 32.6%+37.7pp | 54.6%+15.7pp | 69.4%+0.8pp |
| Annual return | 0.68% | 22.15%-21.5pp | 182.05%-181.4pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,926 | $316+824.7% | $1,153+153.8% | $2,098+39.5% |
| Participant deferral / active EE | $5,801 | $732+692.8% | $1,829+217.1% | $3,265+77.7% |
| Admin fee / account holder | $239 | $74+220.8% | $2,232-89.3% | $92+158.8% |