Filed May 30, 2000 (most recent of 2 filings on file)
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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $202,439 |
ASCENSUS LLC8 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $182,570 |
WIPFLI LLP2 years Service code 10 P.O. BOX 3160 · MILWAUKEE, WI 53201 | Accounting | $30,252 |
SEYFARTH SHAW LLP8 years Service code 29 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Legal | $7,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,300 | $130,267+24.6% | $145,661+11.4% | $102,872+57.8% |
| Participation rate | 93.3% | 83.3%+10.0pp | 77.2%+16.1pp | 73.0%+20.3pp |
| Annual return | 15.20% | 17.79%-2.6pp | 101.46%-86.3pp | 19.06%-3.9pp |
| Employer contribution / active EE | $3,456 | $4,061-14.9% | $4,238-18.4% | $3,526-2.0% |
| Participant deferral / active EE | $8,566 | $6,550+30.8% | $7,198+19.0% | $5,535+54.8% |
| Admin fee / account holder | $103 | $396-74.0% | $12,466-99.2% | $292-64.8% |