Filed March 21, 2005 (most recent of 2 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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $146,203 |
Service code 29 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Legal | $35,373 |
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 | $88,518 | $61,756+43.3% | $70,092+26.3% | $77,904+13.6% |
| Participation rate | 94.9% | 79.9%+15.0pp | 70.5%+24.4pp | 73.7%+21.2pp |
| Annual return | -17.16% | -11.86%-5.3pp | 190.73%-207.9pp | 12.21%-29.4pp |
| Employer contribution / active EE | $2,292 | $2,706-15.3% | $2,559-10.4% | $2,848-19.5% |
| Participant deferral / active EE | $6,830 | $3,977+71.7% | $3,849+77.5% | $4,806+42.1% |
| Admin fee / account holder | $101 | $101+0.1% | $6,267-98.4% | $133-23.5% |