Filed June 20, 1990
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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $194,289 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $206 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,616 | $185,342-50.0% | $111,297-16.8% | $86,799+6.7% |
| Participation rate | 87.6% | 81.0%+6.6pp | 77.3%+10.2pp | 72.3%+15.3pp |
| Annual return | 12.74% | 500.80%-488.1pp | 54.65%-41.9pp | 97.91%-85.2pp |
| Employer contribution / active EE | $4,484 | $2,246+99.6% | $2,731+64.2% | $2,405+86.4% |
| Participant deferral / active EE | $6,531 | $4,458+46.5% | $4,487+45.5% | $4,131+58.1% |
| Admin fee / account holder | $158 | $255-38.1% | $7,964-98.0% | $170-6.7% |