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 INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 51-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $170,150 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $80,000 |
BLACKROCK8+ years Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $0 |
COHEN & STEERS6 years Service code 28 280 PARK AVE. 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACH FUNDS Service code 28 P.O. BOX 06050 · CHICAGO, IL 60606 | Investment Management | $0 |
INVESCO4 years Filed as: INVESCO OPPENHEIMER FUNDS Service code 28 P.O. BOX 219078 · KANSAS CITY, MO 64121 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,361 | $140,190-14.9% | $115,756+3.1% | $77,904+53.2% |
| Participation rate | 76.7% | 81.0%-4.4pp | 77.1%-0.4pp | 73.7%+3.0pp |
| Annual return | -19.59% | -13.46%-6.1pp | 143.14%-162.7pp | 12.21%-31.8pp |
| Employer contribution / active EE | $1,704 | $3,169-46.2% | $3,793-55.1% | $2,848-40.2% |
| Participant deferral / active EE | $5,430 | $5,401+0.5% | $6,254-13.2% | $4,806+13.0% |
| Admin fee / account holder | $90 | $138-35.2% | $8,124-98.9% | $133-32.3% |