Filed December 16, 1997
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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $35,600 |
MCKONLY & ASBURY LLP10+ years Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $11,918 |
GUNN MOWERY, LLC1 year Filed as: GUNN MOWERY LLC Service code 50 PO BOX 900 · CAMP HILL, PA 17001 | Direct Payment | $5,445 |
T ROWE PRICE RPS INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,885 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,696 | $61,058+253.3% | $71,209+202.9% | $85,563+152.1% |
| Participation rate | 100.0% | 58.6%+41.4pp | 73.8%+26.2pp | 66.0%+34.0pp |
| Annual return | 10.63% | 100.41%-89.8pp | 282.51%-271.9pp | 31.51%-20.9pp |
| Employer contribution / active EE | $3,978 | $2,199+81.0% | $2,721+46.2% | $2,654+49.9% |
| Participant deferral / active EE | $9,208 | $3,173+190.2% | $4,175+120.5% | $4,375+110.5% |
| Admin fee / account holder | $156 | $855-81.7% | $5,349-97.1% | $834-81.3% |