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 |
|---|---|---|
BLACKROCK1 year Filed as: BLACK ROCK Service code 21 · EIN 94-3112180 | Bank Trustee | $0 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,837 | $106,222+45.8% | $379,746-59.2% | $106,222+45.8% |
| Participation rate | 92.9% | 70.8%+22.1pp | 78.4%+14.4pp | 70.8%+22.1pp |
| Annual return | 3.59% | 21.69%-18.1pp | 34.90%-31.3pp | 21.69%-18.1pp |
| Employer contribution / active EE | $4,304 | $2,723+58.0% | $3,540+21.6% | $2,723+58.0% |
| Participant deferral / active EE | $7,649 | $4,600+66.3% | $6,024+27.0% | $4,600+66.3% |
| Admin fee / account holder | $0 | $78-100.0% | $7,927-100.0% | $78-100.0% |