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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $103,945 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $81,250 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 777 W WISCONSIN AVE · MILWAUKEE, WI 53202 | Accounting | $32,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,675 | $26,906+337.4% | $61,373+91.7% | $77,904+51.1% |
| Participation rate | 48.2% | 33.4%+14.7pp | 52.6%-4.4pp | 73.7%-25.5pp |
| Annual return | -16.39% | -14.46%-1.9pp | 338.61%-355.0pp | 12.21%-28.6pp |
| Employer contribution / active EE | $2,764 | $521+430.5% | $1,159+138.4% | $2,848-3.0% |
| Participant deferral / active EE | $5,248 | $1,180+344.7% | $2,125+147.0% | $4,806+9.2% |
| Admin fee / account holder | $182 | $117+55.2% | $2,130-91.5% | $133+37.0% |