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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $99,099 |
401K ADVISORS INC1 year Service code 16 120 VANTIS · MISSION VIEJO, CA 92656 | Consulting | $10,000 |
OGLETREE DEAKINS2+ years Filed as: OGLETREE DEAKINS NASH SMOAK AND STE Service code 16 PO BOX 89 · COLUMBIA, SC 29202 | Consulting | $7,695 |
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 | $30,802 | $65,292-52.8% | $105,722-70.9% | $65,292-52.8% |
| Participation rate | 90.0% | 72.4%+17.5pp | 78.9%+11.1pp | 72.4%+17.5pp |
| Annual return | 7.37% | 11.84%-4.5pp | 12.25%-4.9pp | 11.84%-4.5pp |
| Employer contribution / active EE | $510 | $2,302-77.9% | $4,079-87.5% | $2,302-77.9% |
| Participant deferral / active EE | $2,327 | $3,579-35.0% | $5,326-56.3% | $3,579-35.0% |
| Admin fee / account holder | $13 | $57-78.1% | $8,308-99.8% | $57-78.1% |