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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $161,475 |
CREATIVE PLANNING LLC1 year Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $70,000 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 10 777 W WISCONSIN AVE · MILWAUKEE, WI 53202 | Accounting | $36,750 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $22,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,857 | $30,147+261.1% | $58,482+86.1% | $80,160+35.8% |
| Participation rate | 78.0% | 34.4%+43.6pp | 50.9%+27.2pp | 72.9%+5.1pp |
| Annual return | 74.65% | 21.97%+52.7pp | 4239.32%-4164.7pp | 40.38%+34.3pp |
| Employer contribution / active EE | $3,173 | $528+501.4% | $1,053+201.3% | $2,978+6.6% |
| Participant deferral / active EE | $6,990 | $1,249+459.6% | $1,924+263.4% | $5,017+39.3% |
| Admin fee / account holder | $137 | $195-29.5% | $2,516-94.5% | $145-5.3% |