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 LLP6 years Service code 10 P.O. BOX 8408 · LANCASTER, PA 17604 | Accounting | $8,248 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,722 |
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 | $120,807 | $82,978+45.6% | $130,231-7.2% | $74,419+62.3% |
| Participation rate | 94.9% | 73.7%+21.2pp | 76.3%+18.6pp | 70.7%+24.1pp |
| Annual return | 15.75% | 123.05%-107.3pp | 38.77%-23.0pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,082 | $3,391-68.1% | $4,126-73.8% | $2,637-59.0% |
| Participant deferral / active EE | $6,205 | $5,370+15.5% | $6,799-8.7% | $4,528+37.0% |
| Admin fee / account holder | $30 | $354-91.5% | $6,020-99.5% | $348-91.4% |