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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $61,132 |
AON CONSULTING3 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $26,693 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY US LLP Service code 10 777 W WISCONSIN AVE · MILWAUKEE, WI 53202 | Accounting | $13,480 |
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 | $151,700 | $66,457+128.3% | $81,382+86.4% | $77,643+95.4% |
| Participation rate | 51.6% | 68.7%-17.1pp | 69.5%-17.9pp | 70.6%-19.0pp |
| Annual return | 14.50% | 15.93%-1.4pp | 24.73%-10.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,881 | $2,159-12.9% | $2,463-23.6% | $2,726-31.0% |
| Participant deferral / active EE | $3,981 | $3,679+8.2% | $3,883+2.5% | $4,647-14.3% |
| Admin fee / account holder | $357 | $583-38.7% | $5,768-93.8% | $430-17.0% |