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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $69,686 |
NEPC, LLC3 years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $28,160 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 16 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Consulting | $11,909 |
BDG-CPAS2 years Service code 10 76 NORTH WALNUT STREET · RIDGEWOOD, NJ 07450 | Accounting | $6,500 |
JPH ADVISORY GROUP INC1 year Service code 26 · EIN 58-2011694 | Advisory (Participants) | $5,889 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,100 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,727 | $96,261+1.5% | $76,768+27.3% | $68,904+41.8% |
| Participation rate | 93.6% | 87.0%+6.6pp | 77.0%+16.7pp | 74.1%+19.5pp |
| Annual return | -3.39% | -0.85%-2.5pp | 2.43%-5.8pp | 1.07%-4.5pp |
| Employer contribution / active EE | $3,325 | $3,303+0.7% | $2,485+33.8% | $2,540+30.9% |
| Participant deferral / active EE | $5,514 | $5,537-0.4% | $3,852+43.2% | $4,015+37.3% |
| Admin fee / account holder | $52 | $73-29.0% | $6,675-99.2% | $71-27.4% |