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 INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $215,841 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $80,000 |
ALIGHT SOLUTIONS LLC4 years Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $2,250 |
BLACKROCK6+ years Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $0 |
COHEN & STEERS4 years Service code 28 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 PO BOX 06050 · CHICAGO, IL 60606 | Investment Management | $0 |
INVESCO2 years Filed as: INVESCO OPPENHEIMER FUNDS Service code 28 PO BOX 219078 · KANSAS CITY, MO 64121 | Investment Management | $0 |
T ROWE PRICE RPS INC6+ years Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $148,511 | $143,525+3.5% | $379,746-60.9% | $90,288+64.5% |
| Participation rate | 61.0% | 82.9%-21.9pp | 78.4%-17.4pp | 73.4%-12.3pp |
| Annual return | 16.28% | 18.97%-2.7pp | 34.90%-18.6pp | 53.97%-37.7pp |
| Employer contribution / active EE | $862 | $3,201-73.1% | $3,540-75.7% | $2,524-65.9% |
| Participant deferral / active EE | $4,986 | $5,231-4.7% | $6,024-17.2% | $4,232+17.8% |
| Admin fee / account holder | $76 | $100-24.2% | $7,927-99.0% | $114-33.3% |