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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $699,229 |
NEPC, LLC5 years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $117,976 |
BDG-CPAS4 years Service code 10 76 NORTH WALNUT STREET · RIDGEWOOD, NJ 07450 | Accounting | $22,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 16 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Consulting | $15,866 |
GRATUS CAPITAL LLC2 years Service code 26 3350 RIVERWOOD PKWY · ATLANTA, GA 30339 | Advisory (Participants) | $8,039 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $7,645 |
ARBOR POINT ADVISORS LLC1 year Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Participants) | $5,442 |
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 | $122,111 | $124,049-1.6% | $95,952+27.3% | $93,223+31.0% |
| Participation rate | 93.7% | 88.4%+5.3pp | 77.1%+16.6pp | 74.9%+18.8pp |
| Annual return | 13.06% | 22.17%-9.1pp | 91.61%-78.6pp | 19.29%-6.2pp |
| Employer contribution / active EE | $2,866 | $3,478-17.6% | $2,541+12.8% | $2,680+7.0% |
| Participant deferral / active EE | $5,096 | $6,147-17.1% | $4,167+22.3% | $4,563+11.7% |
| Admin fee / account holder | $64 | $73-12.1% | $6,795-99.1% | $79-19.3% |