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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $436,016 |
BDO USA, LLP1 year Service code 10 P.O. BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $85,855 |
Filed as: CAPTRUST ADVISORS, LLC Service code 16 P.O. BOX 600071 · RALEIGH, NC 27675 | Consulting | $73,802 |
BUTZEL LONG2+ years Service code 16 150 WEST JEFFERSON AVENUE · DETROIT, MI 48226 | Consulting | $14,301 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,021 | $117,928-20.3% | $77,999+20.5% | $65,292+44.0% |
| Participation rate | 90.6% | 85.6%+5.0pp | 75.5%+15.1pp | 72.4%+18.2pp |
| Annual return | 8.38% | 11.37%-3.0pp | 425.96%-417.6pp | 11.84%-3.5pp |
| Employer contribution / active EE | $2,335 | $3,999-41.6% | $2,470-5.5% | $2,302+1.5% |
| Participant deferral / active EE | $5,218 | $5,945-12.2% | $3,497+49.2% | $3,579+45.8% |
| Admin fee / account holder | $56 | $66-15.2% | $5,480-99.0% | $57-2.1% |