Filed December 22, 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 INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,669 |
CALVERT2+ years Filed as: CALVERT GROUP Service code 28 · EIN 52-1233223 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DFA Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUNDS Service code 28 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN FUNDS Service code 28 | Investment Management | $0 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS2+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 15 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,252 | $46,732+165.9% | $156,549-20.6% | $55,167+125.2% |
| Participation rate | 94.1% | 65.8%+28.3pp | 84.0%+10.0pp | 69.0%+25.1pp |
| Annual return | 9.03% | 17.72%-8.7pp | 32.23%-23.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $7,360 | $2,105+249.6% | $5,501+33.8% | $1,963+275.0% |
| Participant deferral / active EE | $12,698 | $2,204+476.1% | $4,871+160.7% | $3,054+315.8% |
| Admin fee / account holder | $6 | $418-98.5% | $13,027-100.0% | $504-98.8% |