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 LLP5 years Service code 10 P.O. BOX 8408 · LANCASTER, PA 17604 | Accounting | $7,850 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,300 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,109 | $74,188+48.4% | $115,756-4.9% | $64,808+69.9% |
| Participation rate | 90.7% | 76.2%+14.4pp | 77.1%+13.6pp | 71.5%+19.2pp |
| Annual return | -15.42% | -11.81%-3.6pp | 143.14%-158.6pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,070 | $3,365-68.2% | $3,793-71.8% | $2,506-57.3% |
| Participant deferral / active EE | $5,733 | $5,294+8.3% | $6,254-8.3% | $4,310+33.0% |
| Admin fee / account holder | $28 | $148-81.2% | $8,124-99.7% | $188-85.1% |