Filed January 18, 1996
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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,782 |
GRANT THORNTON LLP2+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $18,200 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $10,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Account maintenance fees; Float reven... | $6,465 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Securities brokerage; ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,055 | $105,247-14.4% | $87,100+3.4% | $77,787+15.8% |
| Participation rate | 95.1% | 85.8%+9.3pp | 76.9%+18.2pp | 73.2%+21.8pp |
| Annual return | 21.78% | 24.52%-2.7pp | 28.19%-6.4pp | 32.57%-10.8pp |
| Employer contribution / active EE | $3,804 | $2,895+31.4% | $2,521+50.9% | $2,504+51.9% |
| Participant deferral / active EE | $4,345 | $5,060-14.1% | $4,049+7.3% | $3,967+9.5% |
| Admin fee / account holder | $12 | $104-88.7% | $7,497-99.8% | $100-88.2% |