Filed October 18, 2004 (most recent of 2 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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $191,028 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $6,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,041 | $144,389+44.1% | $90,782+129.2% | $75,289+176.3% |
| Participation rate | 99.1% | 92.2%+6.9pp | 82.7%+16.4pp | 72.4%+26.7pp |
| Annual return | -3.59% | 0.91%-4.5pp | -3.42%-0.2pp | -0.04%-3.6pp |
| Employer contribution / active EE | $3,607 | $4,529-20.4% | $4,105-12.1% | $2,405+50.0% |
| Participant deferral / active EE | $9,919 | $7,882+25.8% | $5,366+84.8% | $3,739+165.3% |
| Admin fee / account holder | $76 | $102-26.2% | $5,908-98.7% | $102-26.1% |