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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $534,000 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $115,261 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $41,500 |
BUTZEL LONG9+ years Service code 16 150 WEST JEFFERSON AVENUE · DETROIT, MI 48226 | Consulting | $8,465 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,299 | $136,310+2.2% | $98,439+41.5% | $103,482+34.6% |
| Participation rate | 95.0% | 89.2%+5.7pp | 75.2%+19.8pp | 73.3%+21.7pp |
| Annual return | 20.88% | 19.67%+1.2pp | 21.16%-0.3pp | 33.11%-12.2pp |
| Employer contribution / active EE | $3,644 | $4,714-22.7% | $3,048+19.5% | $3,208+13.6% |
| Participant deferral / active EE | $8,740 | $7,358+18.8% | $4,738+84.5% | $5,207+67.8% |
| Admin fee / account holder | $54 | $76-29.3% | $8,948-99.4% | $114-52.9% |