Filed April 21, 1995
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 10-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 INC4+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1714114 | Recordkeeping | $49,237 |
COHNREZNICK LLP4+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $15,000 |
VENABLE LLP4+ years Service code 29 · EIN 52-0517250 | Legal | $3,866 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,162 | $79,523+56.1% | $140,016-11.3% | $56,287+120.6% |
| Participation rate | 94.4% | 85.7%+8.7pp | 87.5%+6.9pp | 69.9%+24.5pp |
| Annual return | -3.17% | 2.39%-5.6pp | 651.12%-654.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $3,279 | $3,350-2.1% | $5,606-41.5% | $2,111+55.3% |
| Participant deferral / active EE | $5,355 | $5,129+4.4% | $6,927-22.7% | $3,350+59.9% |
| Admin fee / account holder | $241 | $614-60.8% | $10,705-97.8% | $521-53.8% |