Filed September 26, 2003
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $237,391 |
Service code 16 PO BOX 3113 · WICHITA, KS 67201 | Consulting | $70,200 |
THE LAMPO GROUP, INC.7 years Service code 27 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Plan) | $35,268 |
MORNINGSTAR10+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $32,589 |
WEAVER AND TIDWELL, LLP7 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $16,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,402 | $58,644+238.3% | $177,989+11.5% | $199,593-0.6% |
| Participation rate | 94.7% | 65.5%+29.2pp | 77.1%+17.6pp | 72.0%+22.7pp |
| Annual return | 14.15% | 19.25%-5.1pp | 294.48%-280.3pp | 34.25%-20.1pp |
| Employer contribution / active EE | $5,510 | $1,801+205.9% | $3,949+39.5% | $3,034+81.6% |
| Participant deferral / active EE | $11,702 | $4,248+175.5% | $6,276+86.5% | $5,087+130.1% |
| Admin fee / account holder | $128 | $145-11.8% | $10,363-98.8% | $269-52.3% |