Filed October 18, 2004 (most recent of 3 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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $425,211 |
KEITER1 year Service code 10 4401 DOMINION BLVD · GLEN ALLEN, VA 23060 | Accounting | $20,950 |
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 | $68,105 | $99,062-31.3% | $153,485-55.6% | $99,062-31.3% |
| Participation rate | 58.9% | 71.6%-12.7pp | 77.1%-18.1pp | 71.6%-12.7pp |
| Annual return | 13.03% | 17.66%-4.6pp | 15.65%-2.6pp | 17.66%-4.6pp |
| Employer contribution / active EE | $1,198 | $3,262-63.3% | $5,039-76.2% | $3,262-63.3% |
| Participant deferral / active EE | $3,400 | $5,331-36.2% | $6,757-49.7% | $5,331-36.2% |
| Admin fee / account holder | $60 | $109-45.2% | $12,724-99.5% | $109-45.2% |