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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $238,417 |
ASCENSUS LLC6 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $181,017 |
GRANT THORNTON LLP6 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $26,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,757 | $136,853-14.7% | $130,231-10.3% | $80,160+45.7% |
| Participation rate | 94.4% | 81.6%+12.8pp | 76.3%+18.2pp | 72.9%+21.5pp |
| Annual return | 18.88% | 22.66%-3.8pp | 38.77%-19.9pp | 40.38%-21.5pp |
| Employer contribution / active EE | $3,146 | $3,395-7.3% | $4,126-23.7% | $2,978+5.6% |
| Participant deferral / active EE | $7,546 | $5,856+28.9% | $6,799+11.0% | $5,017+50.4% |
| Admin fee / account holder | $96 | $184-47.7% | $6,020-98.4% | $145-33.6% |