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 INC7+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $214,652 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $60,000 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $20,000 |
ALIGHT SOLUTIONS LLC5 years Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $3,000 |
BLACKROCK7+ years Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $0 |
COHEN & STEERS5 years Service code 28 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
GOLDMAN SACHS7+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 PO BOX 06050 · CHICAGO, IL 60606 | Investment Management | $0 |
INVESCO3 years Filed as: INVESCO OPPENHEIMER FUNDS Service code 28 PO BOX 219078 · KANSAS CITY, MO 64121 | Investment Management | $0 |
T ROWE PRICE RPS INC7+ years Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,823 | $164,864-1.8% | $453,369-64.3% | $93,030+73.9% |
| Participation rate | 64.1% | 84.2%-20.1pp | 78.0%-13.9pp | 73.9%-9.8pp |
| Annual return | 13.99% | 17.89%-3.9pp | 64.40%-50.4pp | 158.70%-144.7pp |
| Employer contribution / active EE | $1,278 | $3,519-63.7% | $4,070-68.6% | $2,706-52.8% |
| Participant deferral / active EE | $3,878 | $5,690-31.9% | $6,209-37.5% | $4,562-15.0% |
| Admin fee / account holder | $81 | $104-22.0% | $11,209-99.3% | $152-46.4% |