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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $71,811 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,158 | $120,075+24.2% | $90,782+64.3% | $55,725+167.7% |
| Participation rate | 97.8% | 88.0%+9.8pp | 82.7%+15.1pp | 70.9%+26.9pp |
| Annual return | -1.82% | -3.47%+1.7pp | -3.42%+1.6pp | 244.93%-246.7pp |
| Employer contribution / active EE | $3,319 | $4,693-29.3% | $4,105-19.2% | $2,078+59.7% |
| Participant deferral / active EE | $6,718 | $6,826-1.6% | $5,366+25.2% | $3,356+100.2% |
| Admin fee / account holder | $65 | $111-41.5% | $5,908-98.9% | $115-43.4% |