Filed November 2, 1994
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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $77,263 |
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $27,714 |
AMERICAN FUNDS4 years Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $11,250 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $551 |
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 | $218,004 | $197,941+10.1% | $100,534+116.8% | $85,563+154.8% |
| Participation rate | 95.5% | 83.8%+11.8pp | 80.6%+14.9pp | 66.0%+29.6pp |
| Annual return | 14.96% | 21.00%-6.0pp | 32.66%-17.7pp | 31.51%-16.6pp |
| Employer contribution / active EE | $5,130 | $7,157-28.3% | $4,346+18.0% | $2,654+93.3% |
| Participant deferral / active EE | $9,955 | $9,061+9.9% | $6,144+62.0% | $4,375+127.5% |
| Admin fee / account holder | $114 | $1,158-90.1% | $7,654-98.5% | $834-86.3% |