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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $500,311 |
MORNINGSTAR9+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $8,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,985 | $121,599+41.4% | $135,903+26.5% | $103,482+66.2% |
| Participation rate | 74.6% | 76.2%-1.6pp | 81.9%-7.3pp | 73.3%+1.3pp |
| Annual return | 21.15% | 26.09%-4.9pp | 68.23%-47.1pp | 33.11%-12.0pp |
| Employer contribution / active EE | $3,065 | $4,627-33.8% | $4,856-36.9% | $3,208-4.5% |
| Participant deferral / active EE | $8,013 | $7,782+3.0% | $7,758+3.3% | $5,207+53.9% |
| Admin fee / account holder | $52 | $76-31.3% | $10,762-99.5% | $114-54.5% |