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 INC5+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1714114 | Recordkeeping | $30,382 |
COHNREZNICK LLP5+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $15,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,690 | $98,982+56.3% | $162,163-4.6% | $65,185+137.3% |
| Participation rate | 93.5% | 85.8%+7.7pp | 87.6%+6.0pp | 70.2%+23.3pp |
| Annual return | 23.22% | 24.84%-1.6pp | 115.59%-92.4pp | 29.38%-6.2pp |
| Employer contribution / active EE | $3,076 | $3,467-11.3% | $5,614-45.2% | $2,177+41.3% |
| Participant deferral / active EE | $5,850 | $5,384+8.6% | $7,298-19.8% | $3,514+66.5% |
| Admin fee / account holder | $165 | $596-72.3% | $10,843-98.5% | $847-80.5% |