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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $73,537 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $300 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Securitie... | $0 |
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 | $154,079 | $159,202-3.2% | $97,995+57.2% | $77,958+97.6% |
| Participation rate | 97.9% | 91.5%+6.4pp | 82.4%+15.5pp | 71.6%+26.2pp |
| Annual return | 14.40% | 28.47%-14.1pp | 23.94%-9.5pp | 20.87%-6.5pp |
| Employer contribution / active EE | $3,140 | $4,224-25.7% | $4,158-24.5% | $2,310+35.9% |
| Participant deferral / active EE | $6,767 | $7,461-9.3% | $5,097+32.8% | $3,537+91.3% |
| Admin fee / account holder | $63 | $83-23.4% | $5,943-98.9% | $97-35.0% |