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 INC9 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $191,922 |
Service code 29 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Legal | $26,969 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,271 | $89,178+33.7% | $91,541+30.3% | $102,872+15.9% |
| Participation rate | 91.0% | 79.7%+11.4pp | 69.8%+21.3pp | 73.0%+18.0pp |
| Annual return | 15.12% | 14.52%+0.6pp | 20.50%-5.4pp | 19.06%-3.9pp |
| Employer contribution / active EE | $2,613 | $3,455-24.4% | $2,505+4.3% | $3,526-25.9% |
| Participant deferral / active EE | $7,767 | $4,657+66.8% | $4,008+93.8% | $5,535+40.3% |
| Admin fee / account holder | $125 | $134-6.9% | $6,956-98.2% | $292-57.3% |