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 INC7+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,880 |
INVESCO2 years Filed as: AIM FAMILY OF FUNDS Service code 28 · EIN 58-2287224 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
INVESCO3 years Service code 28 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,457 | $64,119+27.0% | $112,228-27.4% | $66,914+21.7% |
| Participation rate | 87.8% | 68.5%+19.3pp | 75.1%+12.7pp | 69.8%+18.0pp |
| Annual return | -8.35% | -13.81%+5.5pp | 27.45%-35.8pp | 1.58%-9.9pp |
| Employer contribution / active EE | $1,481 | $3,005-50.7% | $3,635-59.3% | $2,544-41.8% |
| Participant deferral / active EE | $6,161 | $3,693+66.8% | $4,728+30.3% | $4,237+45.4% |
| Admin fee / account holder | $53 | $625-91.6% | $6,410-99.2% | $593-91.2% |