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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $76,279 |
AMERICAN FUNDS3 years Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $45,000 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Other commissions; Float revenue; Sec... | $1,024 |
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 | $192,742 | $155,364+24.1% | $103,476+86.3% | $77,643+148.2% |
| Participation rate | 98.5% | 85.5%+12.9pp | 80.5%+17.9pp | 70.6%+27.9pp |
| Annual return | 10.40% | 19.02%-8.6pp | 23.90%-13.5pp | 31.24%-20.8pp |
| Employer contribution / active EE | $4,414 | $5,949-25.8% | $4,672-5.5% | $2,726+61.9% |
| Participant deferral / active EE | $8,705 | $8,482+2.6% | $6,623+31.4% | $4,647+87.3% |
| Admin fee / account holder | $117 | $503-76.8% | $9,413-98.8% | $430-72.9% |