Filed February 14, 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 |
|---|---|---|
MERCER4+ years Service code 16 P.O. BOX 13793 · DALLAS, TX 75373 | Consulting | $144,411 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $77,242 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 16 P.O. BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Consulting | $10,942 |
Service code 33 | Securities brokerage; Shareholder ser... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,368 | $144,389+29.1% | $90,782+105.3% | $75,289+147.5% |
| Participation rate | 96.4% | 92.2%+4.2pp | 82.7%+13.8pp | 72.4%+24.0pp |
| Annual return | -1.39% | 0.91%-2.3pp | -3.42%+2.0pp | -0.04%-1.4pp |
| Employer contribution / active EE | $12,655 | $4,529+179.4% | $4,105+208.3% | $2,405+426.2% |
| Participant deferral / active EE | $11,732 | $7,882+48.8% | $5,366+118.6% | $3,739+213.8% |
| Admin fee / account holder | $119 | $102+16.1% | $5,908-98.0% | $102+16.3% |