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 |
|---|---|---|
EMC CPA'S LLC1 year Service code 10 221 W PHILADELPHIA ST · YORK, PA 17401 | Accounting | $7,813 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $4,466 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,891 | $89,248+53.4% | $136,007+0.7% | $74,495+83.8% |
| Participation rate | 92.1% | 69.4%+22.7pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 10.93% | 22.76%-11.8pp | 579.32%-568.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,161 | $2,838-59.1% | $4,217-72.5% | $2,623-55.7% |
| Participant deferral / active EE | $6,927 | $4,598+50.7% | $7,025-1.4% | $4,346+59.4% |
| Admin fee / account holder | $34 | $1,545-97.8% | $6,858-99.5% | $1,942-98.2% |