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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $185,843 |
Service code 29 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Legal | $24,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,677 | $76,173+36.1% | $81,382+27.4% | $199,593-48.1% |
| Participation rate | 92.0% | 76.3%+15.7pp | 69.5%+22.5pp | 72.0%+20.0pp |
| Annual return | 13.95% | 15.59%-1.6pp | 24.73%-10.8pp | 34.25%-20.3pp |
| Employer contribution / active EE | $2,377 | $2,792-14.9% | $2,463-3.5% | $3,034-21.7% |
| Participant deferral / active EE | $6,971 | $4,201+65.9% | $3,883+79.5% | $5,087+37.0% |
| Admin fee / account holder | $113 | $146-22.7% | $5,768-98.0% | $269-58.0% |