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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $110,206 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $85,000 |
BAKER TILLY US, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 205 NORTH MICHIGAN AVE · CHICAGO, IL 60601 | Accounting | $29,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,219 | $26,479+320.0% | $74,701+48.9% | $77,787+43.0% |
| Participation rate | 79.0% | 37.6%+41.4pp | 54.5%+24.6pp | 73.2%+5.8pp |
| Annual return | 25.10% | 38.31%-13.2pp | 752.92%-727.8pp | 32.57%-7.5pp |
| Employer contribution / active EE | $3,578 | $440+714.0% | $1,084+230.2% | $2,504+42.9% |
| Participant deferral / active EE | $7,725 | $1,074+619.0% | $1,964+293.4% | $3,967+94.7% |
| Admin fee / account holder | $123 | $119+3.6% | $3,333-96.3% | $100+23.2% |