Filed April 26, 2005 (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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,468 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP INC Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $40,000 |
LATHAM & WATKINS LLP1+ years Filed as: LATHAM AND WATKINS LLP Service code 16 P O BOX 894256 · LOS ANGELES, CA 90189 | Consulting | $16,458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $233,998 | $45,283+416.7% | $155,790+50.2% | $52,331+347.2% |
| Participation rate | 97.4% | 62.2%+35.2pp | 76.1%+21.3pp | 68.1%+29.3pp |
| Annual return | 2.13% | 1.80%+0.3pp | 71.54%-69.4pp | 4.54%-2.4pp |
| Employer contribution / active EE | $8,170 | $1,329+514.9% | $3,836+113.0% | $1,882+334.2% |
| Participant deferral / active EE | $12,282 | $2,854+330.3% | $4,797+156.0% | $3,022+306.4% |
| Admin fee / account holder | $337 | $981-65.6% | $7,478-95.5% | $592-43.0% |