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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $223,501 |
ASCENSUS LLC7 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $194,551 |
WIPFLI LLP1 year Service code 10 P.O. BOX 3160 · MILWAUKEE, WI 53201 | Accounting | $28,885 |
GRANT THORNTON LLP7 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $10,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,067 | $148,970-2.6% | $136,007+6.7% | $199,593-27.3% |
| Participation rate | 94.5% | 79.4%+15.1pp | 76.5%+18.0pp | 72.0%+22.5pp |
| Annual return | 15.84% | 27.07%-11.2pp | 579.32%-563.5pp | 34.25%-18.4pp |
| Employer contribution / active EE | $3,647 | $3,561+2.4% | $4,217-13.5% | $3,034+20.2% |
| Participant deferral / active EE | $8,709 | $6,140+41.8% | $7,025+24.0% | $5,087+71.2% |
| Admin fee / account holder | $110 | $144-23.4% | $6,858-98.4% | $269-59.0% |