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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $70,281 |
AON CONSULTING4 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $25,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 777 W WISCONSIN AVE · MILWAUKEE, WI 53202 | Accounting | $10,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,168 | $66,528+115.2% | $86,874+64.8% | $86,799+64.9% |
| Participation rate | 49.9% | 72.4%-22.4pp | 71.6%-21.7pp | 72.3%-22.3pp |
| Annual return | 12.15% | 19.56%-7.4pp | 63.52%-51.4pp | 97.91%-85.8pp |
| Employer contribution / active EE | $1,487 | $2,007-25.9% | $2,495-40.4% | $2,405-38.2% |
| Participant deferral / active EE | $3,435 | $3,240+6.0% | $3,699-7.1% | $4,131-16.8% |
| Admin fee / account holder | $184 | $148+24.3% | $5,828-96.8% | $170+8.6% |