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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $87,270 |
AON CONSULTING1 year Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $25,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 777 W WISCONSIN AVE · MILWAUKEE, WI 53202 | Accounting | $7,280 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,345 | $56,503+100.6% | $70,092+61.7% | $64,808+74.9% |
| Participation rate | 49.8% | 70.5%-20.7pp | 70.5%-20.7pp | 71.5%-21.7pp |
| Annual return | -15.71% | -13.44%-2.3pp | 190.73%-206.4pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,605 | $2,046-21.6% | $2,559-37.3% | $2,506-35.9% |
| Participant deferral / active EE | $3,569 | $3,389+5.3% | $3,849-7.3% | $4,310-17.2% |
| Admin fee / account holder | $327 | $160+104.1% | $6,267-94.8% | $188+74.3% |