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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $235,137 |
ASCENSUS LLC4 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $150,904 |
GRANT THORNTON LLP4 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $24,885 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,895 | $164,864-28.5% | $453,369-74.0% | $93,030+26.7% |
| Participation rate | 94.6% | 84.2%+10.4pp | 78.0%+16.6pp | 73.9%+20.7pp |
| Annual return | 15.97% | 17.89%-1.9pp | 64.40%-48.4pp | 158.70%-142.7pp |
| Employer contribution / active EE | $2,790 | $3,519-20.7% | $4,070-31.5% | $2,706+3.1% |
| Participant deferral / active EE | $6,465 | $5,690+13.6% | $6,209+4.1% | $4,562+41.7% |
| Admin fee / account holder | $89 | $104-14.2% | $11,209-99.2% | $152-41.1% |