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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $768,130 |
NEPC, LLC7 years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $191,402 |
BDG-CPAS6 years Service code 10 76 NORTH WALNUT STREET · RIDGEWOOD, NJ 07450 | Accounting | $22,350 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $15,917 |
WEALTH QUARTERBACK LLC2 years Service code 26 · EIN 81-1320138 | Advisory (Participants) | $9,909 |
GRATUS CAPITAL LLC4 years Service code 26 · EIN 47-1771278 | Advisory (Participants) | $8,141 |
Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET ST · PHILADELPHIA, PA 19102 | Consulting | $5,000 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,294 | $106,087+4.0% | $86,677+27.2% | $78,044+41.3% |
| Participation rate | 90.4% | 89.6%+0.8pp | 76.6%+13.8pp | 74.4%+15.9pp |
| Annual return | -15.67% | -14.87%-0.8pp | 35.91%-51.6pp | 10.87%-26.5pp |
| Employer contribution / active EE | $2,916 | $4,110-29.0% | $2,836+2.8% | $3,125-6.7% |
| Participant deferral / active EE | $5,319 | $6,851-22.4% | $4,656+14.3% | $5,084+4.6% |
| Admin fee / account holder | $89 | $81+9.8% | $7,493-98.8% | $79+13.0% |