Filed September 24, 1992 (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 9-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 INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 51-1714114 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $126,720 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Participants) | $70,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,796 | $148,970+1.2% | $136,007+10.9% | $199,593-24.4% |
| Participation rate | 80.9% | 79.4%+1.5pp | 76.5%+4.4pp | 72.0%+8.9pp |
| Annual return | 19.53% | 27.07%-7.5pp | 579.32%-559.8pp | 34.25%-14.7pp |
| Employer contribution / active EE | $2,310 | $3,561-35.1% | $4,217-45.2% | $3,034-23.9% |
| Participant deferral / active EE | $6,245 | $6,140+1.7% | $7,025-11.1% | $5,087+22.8% |
| Admin fee / account holder | $64 | $144-55.3% | $6,858-99.1% | $269-76.1% |