Filed December 29, 1993 (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 |
|---|---|---|
Filed as: CAUSEWAY INVESTMENT MANAGEMENT Service code 51 · EIN 47-6375784 | Investment Mgmt Fees | $0 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $0 |
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 | $149,858 | $89,569+67.3% | $392,568-61.8% | $89,569+67.3% |
| Participation rate | 92.3% | 69.6%+22.7pp | 78.1%+14.3pp | 69.6%+22.7pp |
| Annual return | 19.49% | 34.56%-15.1pp | 24.42%-4.9pp | 34.56%-15.1pp |
| Employer contribution / active EE | $4,441 | $2,584+71.8% | $3,783+17.4% | $2,584+71.8% |
| Participant deferral / active EE | $6,745 | $4,220+59.8% | $5,985+12.7% | $4,220+59.8% |
| Admin fee / account holder | $0 | $72-100.0% | $6,260-100.0% | $72-100.0% |