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 INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $11,300 |
OPPENHEIMER2 years Service code 28 | Investment Management | $0 |
OPPENHEIMER4+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC4+ 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 | $73,638 | $63,114+16.7% | $92,893-20.7% | $65,185+13.0% |
| Participation rate | 84.1% | 68.8%+15.4pp | 76.0%+8.1pp | 70.2%+13.9pp |
| Annual return | 6.82% | 28.75%-21.9pp | 109.41%-102.6pp | 29.38%-22.6pp |
| Employer contribution / active EE | $1,182 | $2,571-54.0% | $3,653-67.6% | $2,177-45.7% |
| Participant deferral / active EE | $5,074 | $3,108+63.2% | $4,236+19.8% | $3,514+44.4% |
| Admin fee / account holder | $138 | $624-77.9% | $5,794-97.6% | $847-83.7% |