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 INC6+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1714114 | Recordkeeping | $30,770 |
COHNREZNICK LLP6+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,157 | $136,307+31.4% | $177,821+0.8% | $73,488+143.8% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.7%+8.6pp | 70.7%+25.6pp |
| Annual return | 15.25% | 18.68%-3.4pp | 48.32%-33.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,504 | $3,712-5.6% | $5,918-40.8% | $2,270+54.4% |
| Participant deferral / active EE | $5,934 | $5,829+1.8% | $7,714-23.1% | $3,740+58.7% |
| Admin fee / account holder | $170 | $596-71.4% | $12,427-98.6% | $513-66.8% |