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 LLP2 years Service code 10 P.O. BOX 8408 · LANCASTER, PA 17604 | Accounting | $7,750 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,760 |
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 | $107,369 | $75,419+42.4% | $392,568-72.6% | $67,579+58.9% |
| Participation rate | 88.7% | 74.8%+13.9pp | 78.1%+10.6pp | 71.3%+17.4pp |
| Annual return | 21.09% | 36.70%-15.6pp | 24.42%-3.3pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,159 | $2,636-56.0% | $3,783-69.4% | $2,148-46.0% |
| Participant deferral / active EE | $5,592 | $4,347+28.6% | $5,985-6.6% | $3,539+58.0% |
| Admin fee / account holder | $23 | $114-79.4% | $6,260-99.6% | $142-83.5% |