Filed August 14, 2002 (most recent of 3 filings on file)
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 INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $24,314 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $63,719 | $96,486-34.0% | $153,485-58.5% | $77,643-17.9% |
| Participation rate | 89.2% | 81.6%+7.6pp | 77.1%+12.1pp | 70.6%+18.6pp |
| Annual return | 17.82% | 14.44%+3.4pp | 15.65%+2.2pp | 31.24%-13.4pp |
| Employer contribution / active EE | $5,180 | $5,224-0.8% | $5,039+2.8% | $2,726+90.0% |
| Participant deferral / active EE | $7,024 | $6,609+6.3% | $6,757+3.9% | $4,647+51.1% |
| Admin fee / account holder | $66 | $182-64.1% | $12,724-99.5% | $430-84.8% |