Filed December 15, 1992
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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $168,285 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $22,500 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 205 NORTH MICHIGAN AVE · CHICAGO, IL 60601 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,316 | $55,790+130.0% | $76,817+67.0% | $67,579+89.9% |
| Participation rate | 48.5% | 71.1%-22.6pp | 72.1%-23.5pp | 71.3%-22.7pp |
| Annual return | 17.84% | 64.45%-46.6pp | 1166.11%-1148.3pp | 378.56%-360.7pp |
| Employer contribution / active EE | $1,439 | $1,810-20.5% | $2,302-37.5% | $2,148-33.0% |
| Participant deferral / active EE | $3,195 | $2,875+11.1% | $3,336-4.2% | $3,539-9.7% |
| Admin fee / account holder | $551 | $159+246.3% | $6,420-91.4% | $142+287.3% |