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 INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $79,572 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $9 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,331 | $87,870+23.3% | $113,168-4.3% | $74,304+45.8% |
| Participation rate | 56.8% | 70.7%-13.9pp | 76.6%-19.7pp | 60.3%-3.5pp |
| Annual return | -9.36% | 26.44%-35.8pp | 24.27%-33.6pp | 29.43%-38.8pp |
| Employer contribution / active EE | $6,516 | $2,277+186.2% | $2,975+119.0% | $2,241+190.7% |
| Participant deferral / active EE | $9,088 | $4,241+114.3% | $5,107+78.0% | $3,767+141.2% |
| Admin fee / account holder | $111 | $3,368-96.7% | $12,068-99.1% | $2,969-96.3% |