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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $77,545 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Direct payment from th... | $302 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Direct payment from the plan; Securit... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,947 | $174,559-2.6% | $105,387+61.3% | $67,579+151.5% |
| Participation rate | 97.1% | 88.2%+8.9pp | 82.6%+14.6pp | 71.3%+25.8pp |
| Annual return | 20.73% | 23.63%-2.9pp | 26.82%-6.1pp | 378.56%-357.8pp |
| Employer contribution / active EE | $3,321 | $4,874-31.9% | $4,213-21.2% | $2,148+54.6% |
| Participant deferral / active EE | $6,868 | $7,563-9.2% | $5,502+24.8% | $3,539+94.0% |
| Admin fee / account holder | $70 | $270-74.0% | $6,559-98.9% | $142-50.6% |