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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $74,101 |
AON CONSULTING2 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $41,583 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 10 777 W WISCONSIN AVE · MILWAUKEE, WI 53202 | Accounting | $18,615 |
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 | $132,558 | $69,823+89.8% | $77,163+71.8% | $74,419+78.1% |
| Participation rate | 50.8% | 70.0%-19.2pp | 69.6%-18.7pp | 70.7%-19.9pp |
| Annual return | 16.23% | 19.98%-3.7pp | 37.87%-21.6pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,755 | $2,150-18.4% | $2,535-30.8% | $2,637-33.5% |
| Participant deferral / active EE | $3,710 | $3,558+4.3% | $3,833-3.2% | $4,528-18.1% |
| Admin fee / account holder | $444 | $398+11.7% | $5,472-91.9% | $348+27.7% |