Filed February 8, 1999 (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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $459,912 |
NEPC, LLC9 years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $143,104 |
BDG-CPAS8 years Service code 10 76 NORTH WALNUT STREET · RIDGEWOOD, NJ 07450 | Accounting | $23,300 |
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $16,130 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $15,467 |
DYNAMIC WEALTH ADVISORS1 year Service code 26 · EIN 26-3945512 | Advisory (Participants) | $8,023 |
NEWEDGE ADVISORS LLC1 year Service code 26 · EIN 46-0854203 | Advisory (Participants) | $6,529 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $5,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,839 | $159,391-11.0% | $102,423+38.5% | $99,062+43.2% |
| Participation rate | 88.8% | 88.6%+0.2pp | 76.5%+12.3pp | 71.6%+17.1pp |
| Annual return | 13.50% | 19.03%-5.5pp | 29.32%-15.8pp | 17.66%-4.2pp |
| Employer contribution / active EE | $4,163 | $4,207-1.0% | $3,023+37.7% | $3,262+27.6% |
| Participant deferral / active EE | $7,694 | $7,498+2.6% | $5,053+52.3% | $5,331+44.3% |
| Admin fee / account holder | $102 | $159-36.2% | $9,451-98.9% | $109-6.8% |