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 INC2+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,000 |
COLUMBIA2+ years Filed as: COLUMBIA FUND Service code 28 · EIN 93-0577450 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA FUNDS Service code 28 | Investment Management | $0 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RPS,INC Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,486 | $58,726+45.6% | $92,233-7.3% | $62,292+37.2% |
| Participation rate | 80.1% | 68.3%+11.8pp | 76.5%+3.6pp | 69.5%+10.6pp |
| Annual return | 12.33% | 43.62%-31.3pp | 176.28%-163.9pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,361 | $2,392-43.1% | $3,679-63.0% | $2,042-33.4% |
| Participant deferral / active EE | $5,606 | $2,766+102.7% | $3,897+43.9% | $3,169+76.9% |
| Admin fee / account holder | $15 | $556-97.3% | $5,194-99.7% | $479-96.8% |