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 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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $638,579 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 27 WILLIS TOWER · CHICAGO, IL 60606 | Advisory (Plan) | $93,500 |
EIDE BAILLY LLP3 years Filed as: EIDEBAILLY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 | Accounting | $19,392 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,033 | $43,466+160.0% | $99,443+13.7% | $89,569+26.2% |
| Participation rate | 75.1% | 41.5%+33.6pp | 73.8%+1.3pp | 69.6%+5.5pp |
| Annual return | 37.86% | 22.62%+15.2pp | 30.72%+7.1pp | 34.56%+3.3pp |
| Employer contribution / active EE | $3,204 | $788+306.8% | $2,540+26.1% | $2,584+24.0% |
| Participant deferral / active EE | $3,454 | $1,495+131.0% | $3,619-4.6% | $4,220-18.2% |
| Admin fee / account holder | $72 | $56+28.8% | $6,250-98.8% | $72+0.5% |