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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $68,840 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $1,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,595 | $160,088+16.6% | $112,977+65.2% | $73,409+154.2% |
| Participation rate | 97.1% | 90.7%+6.4pp | 82.6%+14.5pp | 72.2%+24.9pp |
| Annual return | 14.02% | 17.93%-3.9pp | 24.24%-10.2pp | 59.29%-45.3pp |
| Employer contribution / active EE | $3,637 | $5,200-30.0% | $4,255-14.5% | $2,234+62.8% |
| Participant deferral / active EE | $7,677 | $8,024-4.3% | $5,836+31.5% | $3,805+101.7% |
| Admin fee / account holder | $67 | $133-49.6% | $6,294-98.9% | $158-57.6% |