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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $535,681 |
MORNINGSTAR8+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $8,175 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,356 | $93,773+56.1% | $125,339+16.8% | $78,044+87.5% |
| Participation rate | 97.7% | 75.6%+22.1pp | 82.4%+15.3pp | 74.4%+23.2pp |
| Annual return | -18.22% | 277.78%-296.0pp | 572.05%-590.3pp | 10.87%-29.1pp |
| Employer contribution / active EE | $3,833 | $3,678+4.2% | $4,814-20.4% | $3,125+22.7% |
| Participant deferral / active EE | $10,013 | $6,971+43.6% | $7,446+34.5% | $5,084+96.9% |
| Admin fee / account holder | $57 | $67-14.6% | $10,010-99.4% | $79-27.5% |