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 INC8+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $3,940 |
INVESCO3 years Filed as: AIM FAMILY OF FUNDS Service code 28 · EIN 58-2287224 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS3 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
INVESCO4 years Service code 28 | Investment Management | $0 |
INVESCO2 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,408 | $76,670-1.6% | $96,683-22.0% | $71,457+5.5% |
| Participation rate | 86.0% | 66.6%+19.4pp | 74.3%+11.7pp | 67.9%+18.1pp |
| Annual return | 0.63% | 48.29%-47.7pp | 35.69%-35.1pp | 28.85%-28.2pp |
| Employer contribution / active EE | $1,413 | $3,031-53.4% | $3,737-62.2% | $2,588-45.4% |
| Participant deferral / active EE | $5,845 | $3,771+55.0% | $4,878+19.8% | $4,289+36.3% |
| Admin fee / account holder | $76 | $2,028-96.3% | $6,730-98.9% | $1,587-95.2% |