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 INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $195,203 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 16 1300 THAMES STREET · BALTIMORE, MD 21231 | Consulting | $80,000 |
ALIGHT SOLUTIONS LLC2 years Service code 26 PO BOX 95135 · CHICAGO, IL 60694 | Advisory (Participants) | $750 |
BLACKROCK4+ years Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $0 |
COHEN & STEERS2 years Service code 28 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENTS INST Service code 28 PO BOX 770002 · CINCINATI, OH 45277 | Investment Management | $0 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 PO BOX 06050 · CHICAGO, IL 60606 | Investment Management | $0 |
HARBOR4+ years Filed as: HARBOR FUNDS Service code 28 PO BOX 804660 · CHICAGO, IL 60680 | Investment Management | $0 |
OPPENHEIMER4+ years Filed as: OPPENHEIMER FUNDS Service code 28 PO BOX 5270 · DENVER, CO 80217 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROW PRICE RPS INC Service code 15 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,083 | $118,101-14.4% | $106,387-5.0% | $75,289+34.3% |
| Participation rate | 74.9% | 81.4%-6.5pp | 77.5%-2.5pp | 72.4%+2.5pp |
| Annual return | -4.97% | -2.42%-2.6pp | 0.25%-5.2pp | -0.04%-4.9pp |
| Employer contribution / active EE | $2,074 | $2,880-28.0% | $3,520-41.1% | $2,405-13.8% |
| Participant deferral / active EE | $5,295 | $4,681+13.1% | $5,421-2.3% | $3,739+41.6% |
| Admin fee / account holder | $56 | $85-33.8% | $7,510-99.3% | $102-45.3% |