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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $231,730 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS LLC Service code 16 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Consulting | $97,657 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 100 PARK AVENUE · NEW YORK, NY 10017 | Accounting | $42,655 |
BUTZEL LONG1+ years Service code 29 150 WEST JEFFERSON AVENUE · DETROIT, MI 48226 | Legal | $18,455 |
STEVENSON KEPPELMAN1+ years Filed as: STEVENSON KEPPELMAN ASSOCIATES Service code 10 444 SOUTH MAIN ST · ANN ARBOR, MI 48104 | Accounting | $6,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,621 | $120,005-19.5% | $68,509+41.0% | $67,505+43.1% |
| Participation rate | 89.9% | 87.9%+2.0pp | 74.7%+15.2pp | 71.2%+18.7pp |
| Annual return | 1.40% | 2.25%-0.8pp | 8.27%-6.9pp | 6.52%-5.1pp |
| Employer contribution / active EE | $2,419 | $4,267-43.3% | $2,278+6.2% | $2,173+11.3% |
| Participant deferral / active EE | $5,424 | $6,452-15.9% | $3,382+60.3% | $3,597+50.8% |
| Admin fee / account holder | $41 | $71-43.0% | $5,275-99.2% | $56-27.6% |