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 INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $227,314 |
ALIGHT SOLUTIONS LLC3 years Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $2,250 |
BLACKROCK5+ years Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $0 |
COHEN & STEERS3 years Service code 28 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 PO BOX 06050 · CHICAGO, IL 60606 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO OPPENHEIMER FUNDS Service code 28 PO BOX 219078 · KANSAS CITY, MO 64121 | Investment Management | $0 |
T ROWE PRICE RPS INC5+ years Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 28 PO BOX 8266 · BOSTON, MA 02266 | Investment Management | $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 | $122,136 | $127,218-4.0% | $392,568-68.9% | $77,787+57.0% |
| Participation rate | 73.6% | 82.0%-8.4pp | 78.1%-4.4pp | 73.2%+0.4pp |
| Annual return | 24.33% | 25.27%-0.9pp | 24.42%-0.1pp | 32.57%-8.2pp |
| Employer contribution / active EE | $2,066 | $3,064-32.5% | $3,783-45.4% | $2,504-17.5% |
| Participant deferral / active EE | $5,377 | $4,820+11.6% | $5,985-10.2% | $3,967+35.5% |
| Admin fee / account holder | $65 | $89-27.5% | $6,260-99.0% | $100-35.5% |