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 LLP3 years Service code 10 P.O. BOX 8408 · LANCASTER, PA 17604 | Accounting | $7,750 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,857 | $82,093+46.0% | $379,746-68.4% | $73,409+63.3% |
| Participation rate | 89.6% | 76.8%+12.8pp | 78.4%+11.2pp | 72.2%+17.4pp |
| Annual return | 15.63% | 18.89%-3.3pp | 34.90%-19.3pp | 59.29%-43.7pp |
| Employer contribution / active EE | $860 | $2,847-69.8% | $3,540-75.7% | $2,234-61.5% |
| Participant deferral / active EE | $5,073 | $4,697+8.0% | $6,024-15.8% | $3,805+33.3% |
| Admin fee / account holder | $24 | $128-80.8% | $7,927-99.7% | $158-84.5% |