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 INC9+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 51-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $156,716 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Participants) | $60,000 |
BLACKROCK9+ years Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $0 |
COHEN & STEERS7 years Service code 28 280 PARK AVE. 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACH FUNDS Service code 28 P.O. BOX 06050 · CHICAGO, IL 60606 | Investment Management | $0 |
INVESCO5 years Filed as: INVESCO OPPENHEIMER FUNDS Service code 28 P.O. BOX 219078 · KANSAS CITY, MO 64121 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,444 | $136,853+1.2% | $130,231+6.3% | $80,160+72.7% |
| Participation rate | 74.0% | 81.6%-7.6pp | 76.3%-2.3pp | 72.9%+1.1pp |
| Annual return | 21.32% | 22.66%-1.3pp | 38.77%-17.4pp | 40.38%-19.1pp |
| Employer contribution / active EE | $2,448 | $3,395-27.9% | $4,126-40.7% | $2,978-17.8% |
| Participant deferral / active EE | $5,767 | $5,856-1.5% | $6,799-15.2% | $5,017+14.9% |
| Admin fee / account holder | $75 | $184-59.3% | $6,020-98.8% | $145-48.4% |