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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $233,976 |
Service code 16 PO BOX 3113 · WICHITA, KS 67201 | Consulting | $35,100 |
MORNINGSTAR9+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $30,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,891 | $50,574+241.9% | $169,368+2.1% | $80,160+115.7% |
| Participation rate | 96.2% | 67.8%+28.4pp | 77.1%+19.1pp | 72.9%+23.3pp |
| Annual return | 19.62% | 22.92%-3.3pp | 405.60%-386.0pp | 40.38%-20.8pp |
| Employer contribution / active EE | $5,346 | $1,693+215.7% | $4,013+33.2% | $2,978+79.5% |
| Participant deferral / active EE | $11,132 | $4,164+167.3% | $6,221+78.9% | $5,017+121.9% |
| Admin fee / account holder | $101 | $107-5.8% | $9,003-98.9% | $145-30.6% |