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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $293,901 |
ASCENSUS LLC3 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $205,676 |
GRANT THORNTON LLP3 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $24,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,465 | $143,525-31.4% | $379,746-74.1% | $90,288+9.1% |
| Participation rate | 94.6% | 82.9%+11.7pp | 78.4%+16.2pp | 73.4%+21.3pp |
| Annual return | 15.64% | 18.97%-3.3pp | 34.90%-19.3pp | 53.97%-38.3pp |
| Employer contribution / active EE | $2,616 | $3,201-18.3% | $3,540-26.1% | $2,524+3.7% |
| Participant deferral / active EE | $5,677 | $5,231+8.5% | $6,024-5.8% | $4,232+34.1% |
| Admin fee / account holder | $108 | $100+7.6% | $7,927-98.6% | $114-5.3% |