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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $90,714 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $85,000 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 205 NORTH MICHIGAN AVE · CHICAGO, IL 60601 | Accounting | $28,500 |
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 | $95,949 | $23,119+315.0% | $71,086+35.0% | $75,289+27.4% |
| Participation rate | 78.1% | 36.3%+41.8pp | 54.7%+23.4pp | 72.4%+5.7pp |
| Annual return | -4.98% | -3.32%-1.7pp | 650.59%-655.6pp | -0.04%-4.9pp |
| Employer contribution / active EE | $3,576 | $399+796.3% | $1,088+228.8% | $2,405+48.7% |
| Participant deferral / active EE | $7,530 | $960+684.3% | $1,874+301.8% | $3,739+101.4% |
| Admin fee / account holder | $124 | $89+38.3% | $3,082-96.0% | $102+21.0% |