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 INC5+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $18,825 |
AMERICAN FUNDS1 year Filed as: AMERICAN EUROPACIFIC GROWTH R4 Service code 28 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO OPPENHEIMER GLOBAL A Service code 28 | Investment Management | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,147 | $69,362+9.8% | $101,248-24.8% | $73,488+3.6% |
| Participation rate | 85.1% | 68.4%+16.7pp | 75.8%+9.2pp | 70.7%+14.4pp |
| Annual return | -1.88% | 18.46%-20.3pp | 46.47%-48.3pp | 28.51%-30.4pp |
| Employer contribution / active EE | $2,058 | $2,628-21.7% | $3,660-43.8% | $2,270-9.3% |
| Participant deferral / active EE | $6,118 | $3,300+85.4% | $4,370+40.0% | $3,740+63.6% |
| Admin fee / account holder | $84 | $704-88.0% | $5,945-98.6% | $513-83.5% |