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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $240,942 |
Filed as: PRIME CAPITAL INVESTMENT ADV INC Service code 16 PO BOX 3113 · WICHITA, KS 67201 | Consulting | $52,650 |
MORNINGSTAR6+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $32,177 |
WEAVER AND TIDWELL, LLP3 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $14,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,656 | $48,592+257.4% | $185,823-6.5% | $90,288+92.3% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.0%+18.3pp | 73.4%+23.0pp |
| Annual return | 19.55% | 68.51%-49.0pp | 35.95%-16.4pp | 53.97%-34.4pp |
| Employer contribution / active EE | $5,144 | $1,389+270.2% | $4,087+25.8% | $2,524+103.8% |
| Participant deferral / active EE | $9,760 | $3,463+181.8% | $5,632+73.3% | $4,232+130.6% |
| Admin fee / account holder | $85 | $77+9.7% | $9,500-99.1% | $114-25.5% |