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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $73,887 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $51,361 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC ADVISOR SERVICES Service code 50 120 VANTIS · ALISO VIEJO, CA 92656 | Direct Payment | $25,000 |
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $11,182 |
XACT BUSINESS SOLUTIONS1 year Service code 38 2450 S.W. GRAPEVINE PKWY · GRAPEVINE, TX 76051 | Participant Communication | $10,982 |
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 | $36,029 | $177,276-79.7% | $118,746-69.7% | $177,276-79.7% |
| Participation rate | 90.9% | 74.8%+16.1pp | 78.3%+12.6pp | 74.8%+16.1pp |
| Annual return | 17.94% | 21.25%-3.3pp | 24.54%-6.6pp | 21.25%-3.3pp |
| Employer contribution / active EE | $638 | $2,479-74.3% | $4,193-84.8% | $2,479-74.3% |
| Participant deferral / active EE | $2,552 | $3,881-34.2% | $5,332-52.1% | $3,881-34.2% |
| Admin fee / account holder | $19 | $154-87.6% | $10,720-99.8% | $154-87.6% |