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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $108,085 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $85,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 777 W WISCONSIN AVE · MILWAUKEE, WI 53202 | Accounting | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,430 | $36,939+277.5% | $80,716+72.7% | $93,030+49.9% |
| Participation rate | 94.3% | 32.6%+61.8pp | 54.2%+40.2pp | 73.9%+20.4pp |
| Annual return | 15.76% | 17.55%-1.8pp | 87.28%-71.5pp | 158.70%-142.9pp |
| Employer contribution / active EE | $4,177 | $455+817.9% | $1,160+260.1% | $2,706+54.4% |
| Participant deferral / active EE | $9,644 | $1,044+823.9% | $2,146+349.5% | $4,562+111.4% |
| Admin fee / account holder | $121 | $162-25.1% | $3,380-96.4% | $152-20.2% |