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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $73,981 |
AMERICAN FUNDS1 year Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $45,000 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,730 | $130,655+32.2% | $93,789+84.2% | $64,808+166.5% |
| Participation rate | 97.1% | 84.9%+12.2pp | 81.0%+16.2pp | 71.5%+25.7pp |
| Annual return | -12.96% | -14.04%+1.1pp | -11.33%-1.6pp | 32.82%-45.8pp |
| Employer contribution / active EE | $4,270 | $5,594-23.7% | $4,323-1.2% | $2,506+70.4% |
| Participant deferral / active EE | $8,061 | $8,067-0.1% | $6,094+32.3% | $4,310+87.0% |
| Admin fee / account holder | $114 | $140-18.4% | $7,195-98.4% | $188-39.1% |