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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $228,174 |
Service code 16 PO BOX 3113 · WICHITA, KS 67201 | Consulting | $87,750 |
THE LAMPO GROUP, INC.5 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $65,738 |
MORNINGSTAR8+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $32,189 |
WEAVER AND TIDWELL, LLP5 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $23,948 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,783 | $42,504+250.0% | $159,960-7.0% | $77,904+91.0% |
| Participation rate | 95.7% | 66.9%+28.8pp | 78.0%+17.7pp | 73.7%+22.0pp |
| Annual return | -19.02% | -12.43%-6.6pp | 408.60%-427.6pp | 12.21%-31.2pp |
| Employer contribution / active EE | $5,231 | $1,684+210.7% | $4,226+23.8% | $2,848+83.7% |
| Participant deferral / active EE | $10,405 | $3,919+165.5% | $6,182+68.3% | $4,806+116.5% |
| Admin fee / account holder | $132 | $98+35.6% | $8,698-98.5% | $133-0.2% |