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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $77,194 |
AMERICAN FUNDS2 years Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $45,250 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $334 |
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 | $187,356 | $331,159-43.4% | $112,887+66.0% | $74,419+151.8% |
| Participation rate | 97.4% | 81.4%+16.0pp | 80.5%+16.9pp | 70.7%+26.7pp |
| Annual return | 14.83% | 21.62%-6.8pp | 34.10%-19.3pp | 34.38%-19.5pp |
| Employer contribution / active EE | $4,162 | $5,469-23.9% | $4,563-8.8% | $2,637+57.8% |
| Participant deferral / active EE | $8,293 | $8,097+2.4% | $6,513+27.3% | $4,528+83.1% |
| Admin fee / account holder | $117 | $281-58.5% | $7,047-98.3% | $348-66.5% |