Filed July 3, 2005
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 5-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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $53,223 |
EIDE BAILLY LLP2 years Filed as: EIDEBAILLY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 | Accounting | $37,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,563 | $65,223+104.8% | $80,019+66.9% | $55,725+139.7% |
| Participation rate | 96.1% | 80.6%+15.5pp | 75.8%+20.2pp | 70.9%+25.2pp |
| Annual return | -0.97% | 7.59%-8.6pp | 11.22%-12.2pp | 244.93%-245.9pp |
| Employer contribution / active EE | $7,987 | $2,544+213.9% | $2,468+223.6% | $2,078+284.3% |
| Participant deferral / active EE | $7,662 | $3,881+97.4% | $3,686+107.9% | $3,356+128.3% |
| Admin fee / account holder | $96 | $114-15.8% | $6,521-98.5% | $115-16.5% |