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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $396,202 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 26 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Participants) | $124,320 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $42,655 |
BUTZEL LONG3+ years Service code 16 150 WEST JEFFERSON AVENUE · DETROIT, MI 48226 | Consulting | $14,931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,029 | $2,226,388-95.3% | $91,001+14.3% | $177,276-41.3% |
| Participation rate | 93.1% | 85.1%+7.9pp | 75.6%+17.5pp | 74.8%+18.2pp |
| Annual return | 17.97% | 20.16%-2.2pp | 4.60%+13.4pp | 21.25%-3.3pp |
| Employer contribution / active EE | $2,609 | $4,139-37.0% | $2,456+6.3% | $2,479+5.3% |
| Participant deferral / active EE | $5,889 | $6,423-8.3% | $3,547+66.0% | $3,881+51.8% |
| Admin fee / account holder | $50 | $1,921-97.4% | $5,417-99.1% | $154-67.6% |