Filed October 14, 1992
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 |
|---|---|---|
RKL LLP1 year Filed as: RKL Service code 10 PO 8408 · LANCASTER, PA 176048408 | Accounting | $7,250 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,642 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,487 | $68,544+26.2% | $115,752-25.3% | $69,631+24.2% |
| Participation rate | 86.9% | 74.0%+12.9pp | 77.8%+9.1pp | 70.7%+16.2pp |
| Annual return | 16.45% | 20.97%-4.5pp | 19.41%-3.0pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,058 | $2,400-55.9% | $3,492-69.7% | $2,032-47.9% |
| Participant deferral / active EE | $4,841 | $3,887+24.5% | $5,204-7.0% | $3,224+50.2% |
| Admin fee / account holder | $20 | $90-78.1% | $6,278-99.7% | $110-82.1% |