Filed January 29, 1998
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 | $528,199 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $119,257 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $41,500 |
BUTZEL LONG10+ years Service code 29 150 WEST JEFFERSON AVENUE · DETROIT, MI 48226 | Legal | $8,355 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $662 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,022 | $152,281+4.4% | $106,213+49.7% | $99,062+60.5% |
| Participation rate | 93.8% | 92.2%+1.5pp | 75.3%+18.5pp | 71.6%+22.1pp |
| Annual return | 14.52% | 15.00%-0.5pp | 116.14%-101.6pp | 17.66%-3.1pp |
| Employer contribution / active EE | $3,937 | $5,348-26.4% | $3,171+24.1% | $3,262+20.7% |
| Participant deferral / active EE | $9,446 | $8,206+15.1% | $5,016+88.3% | $5,331+77.2% |
| Admin fee / account holder | $55 | $77-29.5% | $11,033-99.5% | $109-49.8% |