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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $234,138 |
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $177,873 |
GRANT THORNTON LLP2 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $28,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,614 | $127,218-34.3% | $392,568-78.7% | $77,787+7.5% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.1%+15.2pp | 73.2%+20.1pp |
| Annual return | 25.03% | 25.27%-0.2pp | 24.42%+0.6pp | 32.57%-7.5pp |
| Employer contribution / active EE | $2,314 | $3,064-24.5% | $3,783-38.8% | $2,504-7.6% |
| Participant deferral / active EE | $4,823 | $4,820+0.1% | $5,985-19.4% | $3,967+21.6% |
| Admin fee / account holder | $88 | $89-0.7% | $6,260-98.6% | $100-11.7% |