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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $233,047 |
ASCENSUS LLC5 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $191,931 |
GRANT THORNTON LLP5 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $25,620 |
SEYFARTH SHAW LLP5 years Service code 29 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Legal | $9,496 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,927 | $140,190-29.4% | $115,756-14.5% | $77,904+27.0% |
| Participation rate | 94.6% | 81.0%+13.6pp | 77.1%+17.5pp | 73.7%+20.9pp |
| Annual return | -15.90% | -13.46%-2.4pp | 143.14%-159.0pp | 12.21%-28.1pp |
| Employer contribution / active EE | $2,908 | $3,169-8.2% | $3,793-23.3% | $2,848+2.1% |
| Participant deferral / active EE | $6,921 | $5,401+28.2% | $6,254+10.7% | $4,806+44.0% |
| Admin fee / account holder | $99 | $138-28.8% | $8,124-98.8% | $133-25.6% |