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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $287,309 |
Filed as: PRIME CAPITAL INV ADVISORS INC Service code 16 PO BOX 3113 · WICHITA, KS 67201 | Consulting | $64,873 |
SMARTDOLLAR1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $35,280 |
MORNINGSTAR5+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $34,821 |
THE LAMPO GROUP, INC.2 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $28,841 |
BAKER & BOTTS4 years Filed as: BAKER BOTTS LLP Service code 29 PO BOX 301251 · DALLAS, TX 75303 | Legal | $7,657 |
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 | $150,016 | $48,072+212.1% | $182,532-17.8% | $77,787+92.9% |
| Participation rate | 94.7% | 64.3%+30.5pp | 78.0%+16.8pp | 73.2%+21.5pp |
| Annual return | 24.39% | 31.26%-6.9pp | 148.54%-124.1pp | 32.57%-8.2pp |
| Employer contribution / active EE | $4,716 | $1,453+224.4% | $4,076+15.7% | $2,504+88.3% |
| Participant deferral / active EE | $8,812 | $3,209+174.6% | $5,524+59.5% | $3,967+122.1% |
| Admin fee / account holder | $167 | $131+27.0% | $8,592-98.1% | $100+66.8% |