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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $103,103 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $85,000 |
BAKER TILLY US, LLP6+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 16 205 NORTH MICHIGAN AVE · CHICAGO, IL 60601 | Consulting | $29,500 |
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 | $129,643 | $29,516+339.2% | $77,482+67.3% | $90,288+43.6% |
| Participation rate | 84.8% | 33.7%+51.1pp | 54.2%+30.6pp | 73.4%+11.4pp |
| Annual return | 15.57% | 231.18%-215.6pp | 54.79%-39.2pp | 53.97%-38.4pp |
| Employer contribution / active EE | $2,936 | $381+671.2% | $986+197.6% | $2,524+16.3% |
| Participant deferral / active EE | $9,388 | $944+894.4% | $1,861+404.4% | $4,232+121.8% |
| Admin fee / account holder | $126 | $106+19.4% | $2,858-95.6% | $114+10.9% |