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 INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $171,035 |
Service code 29 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Legal | $45,471 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,515 | $73,034+25.3% | $77,163+18.6% | $80,160+14.2% |
| Participation rate | 95.6% | 78.1%+17.5pp | 69.6%+26.1pp | 72.9%+22.7pp |
| Annual return | 16.51% | 18.56%-2.0pp | 37.87%-21.4pp | 40.38%-23.9pp |
| Employer contribution / active EE | $2,172 | $2,779-21.8% | $2,535-14.3% | $2,978-27.1% |
| Participant deferral / active EE | $6,356 | $4,140+53.5% | $3,833+65.8% | $5,017+26.7% |
| Admin fee / account holder | $114 | $104+9.9% | $5,472-97.9% | $145-21.3% |