Filed February 28, 1996
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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $91,811 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145 | Consulting | $47,107 |
THOMPSON HINE5 years Service code 29 1919 M STREET NW · WASHINGTON, DC 20036 | Legal | $20,136 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,827 | $130,141-33.3% | $86,677+0.2% | $77,904+11.5% |
| Participation rate | 51.3% | 85.9%-34.6pp | 76.6%-25.2pp | 73.7%-22.4pp |
| Annual return | -17.56% | -12.75%-4.8pp | 35.91%-53.5pp | 12.21%-29.8pp |
| Employer contribution / active EE | $826 | $3,220-74.4% | $2,836-70.9% | $2,848-71.0% |
| Participant deferral / active EE | $3,441 | $5,757-40.2% | $4,656-26.1% | $4,806-28.4% |
| Admin fee / account holder | $252 | $132+91.2% | $7,493-96.6% | $133+90.1% |