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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $52,933 |
AON CONSULTING3 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $36,250 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 205 NORTH MICHIGAN AVE · CHICAGO, IL 60601 | Accounting | $10,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $131,952 | $61,473+114.6% | $81,930+61.1% | $73,409+79.7% |
| Participation rate | 47.9% | 72.4%-24.5pp | 72.0%-24.1pp | 72.2%-24.3pp |
| Annual return | 13.12% | 28.26%-15.1pp | 29.49%-16.4pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,358 | $1,898-28.4% | $4,310-68.5% | $2,234-39.2% |
| Participant deferral / active EE | $3,054 | $3,080-0.8% | $7,107-57.0% | $3,805-19.7% |
| Admin fee / account holder | $178 | $125+41.7% | $5,158-96.6% | $158+12.6% |