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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $97,061 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145 | Consulting | $63,902 |
FLAGEL HUBER FLAGEL9+ years Service code 10 3400 SOUTH DIXIE DRIVE · DAYTON, OH 45439 | Accounting | $12,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,842 | $104,697-0.8% | $96,544+7.6% | $80,160+29.5% |
| Participation rate | 50.4% | 86.4%-36.0pp | 76.0%-25.6pp | 72.9%-22.5pp |
| Annual return | 19.71% | 21.78%-2.1pp | 25.84%-6.1pp | 40.38%-20.7pp |
| Employer contribution / active EE | $1,255 | $3,536-64.5% | $2,965-57.7% | $2,978-57.9% |
| Participant deferral / active EE | $3,668 | $6,188-40.7% | $4,851-24.4% | $5,017-26.9% |
| Admin fee / account holder | $288 | $107+170.0% | $8,252-96.5% | $145+98.8% |