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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $857,629 |
NEPC, LLC4 years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $172,887 |
BDG-CPAS3 years Service code 10 76 NORTH WALNUT STREET · RIDGEWOOD, NJ 07450 | Accounting | $33,690 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $13,821 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 10 PO BOX 643792 · CINCINNATI, OH 45264 | Accounting | $9,750 |
GRATUS CAPITAL LLC1 year Service code 26 3350 RIVERWOOD PKWY · ATLANTA, GA 30339 | Advisory (Participants) | $7,979 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $1,519 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Direct payment from the plan; Float r... | $0 |
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 | $109,020 | $117,238-7.0% | $87,100+25.2% | $82,204+32.6% |
| Participation rate | 94.3% | 87.2%+7.1pp | 76.9%+17.4pp | 73.4%+20.9pp |
| Annual return | 22.91% | 25.80%-2.9pp | 28.19%-5.3pp | 26.31%-3.4pp |
| Employer contribution / active EE | $3,009 | $3,535-14.9% | $2,521+19.3% | $2,707+11.1% |
| Participant deferral / active EE | $5,209 | $5,976-12.8% | $4,049+28.7% | $4,246+22.7% |
| Admin fee / account holder | $74 | $81-8.7% | $7,497-99.0% | $76-1.9% |