Filed October 18, 2004
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 INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,850 |
COLUMBIA1+ years Filed as: COLUMBIA FUND Service code 28 · EIN 93-0577450 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FUNDS Service code 28 | Investment Management | $0 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS,INC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,209 | $52,884+74.4% | $84,750+8.8% | $55,167+67.1% |
| Participation rate | 82.9% | 67.5%+15.4pp | 76.6%+6.3pp | 69.0%+13.9pp |
| Annual return | 18.91% | 18.03%+0.9pp | 22.78%-3.9pp | 169.23%-150.3pp |
| Employer contribution / active EE | $1,233 | $2,233-44.8% | $3,574-65.5% | $1,963-37.2% |
| Participant deferral / active EE | $5,489 | $2,644+107.6% | $3,712+47.9% | $3,054+79.7% |
| Admin fee / account holder | $12 | $581-97.9% | $5,332-99.8% | $504-97.6% |