Filed November 9, 2005
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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $589,762 |
MORNINGSTAR11+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $20,801 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,033 | $147,538+52.5% | $150,045+50.0% | $117,739+91.1% |
| Participation rate | 96.2% | 72.5%+23.7pp | 82.3%+13.9pp | 76.6%+19.6pp |
| Annual return | 17.30% | 16.95%+0.4pp | 62.55%-45.2pp | 17.29%0pp |
| Employer contribution / active EE | $4,470 | $4,350+2.8% | $4,693-4.8% | $3,746+19.3% |
| Participant deferral / active EE | $11,477 | $8,925+28.6% | $7,997+43.5% | $6,128+87.3% |
| Admin fee / account holder | $53 | $125-57.6% | $13,435-99.6% | $112-52.5% |