Filed December 2, 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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $142,175 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $11,472 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,945 | $128,899+55.9% | $113,168+77.6% | $102,872+95.3% |
| Participation rate | 90.2% | 87.0%+3.2pp | 76.6%+13.7pp | 73.0%+17.2pp |
| Annual return | 15.31% | 15.88%-0.6pp | 24.27%-9.0pp | 19.06%-3.7pp |
| Employer contribution / active EE | $7,057 | $3,713+90.1% | $2,975+137.2% | $3,526+100.1% |
| Participant deferral / active EE | $7,882 | $6,787+16.1% | $5,107+54.4% | $5,535+42.4% |
| Admin fee / account holder | $88 | $129-32.0% | $12,068-99.3% | $292-69.9% |