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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $403,819 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609 | Consulting | $76,370 |
BDO USA, LLP3 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $42,650 |
Filed as: CAPFINANCIAL PARTNERS Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $25,264 |
BUTZEL LONG4+ years Service code 29 150 WEST JEFFERSON AVENUE · DETROIT, MI 48226 | Legal | $8,229 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,756 | $106,649-6.5% | $80,019+24.7% | $68,904+44.8% |
| Participation rate | 92.3% | 88.1%+4.2pp | 75.8%+16.5pp | 74.1%+18.2pp |
| Annual return | -3.71% | -0.87%-2.8pp | 11.22%-14.9pp | 1.07%-4.8pp |
| Employer contribution / active EE | $2,709 | $4,132-34.4% | $2,468+9.8% | $2,540+6.6% |
| Participant deferral / active EE | $6,296 | $6,395-1.5% | $3,686+70.8% | $4,015+56.8% |
| Admin fee / account holder | $48 | $58-16.7% | $6,521-99.3% | $71-32.1% |