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 INC1 year Service code 15 · EIN 52-1714114 | Recordkeeping | $33,655 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $16,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,965 | $121,341+60.7% | $189,513+2.9% | $79,386+145.6% |
| Participation rate | 94.4% | 86.1%+8.3pp | 87.8%+6.6pp | 70.7%+23.7pp |
| Annual return | 13.12% | 21.08%-8.0pp | 555.15%-542.0pp | 116.85%-103.7pp |
| Employer contribution / active EE | $3,316 | $3,915-15.3% | $6,162-46.2% | $2,427+36.6% |
| Participant deferral / active EE | $6,261 | $6,395-2.1% | $8,221-23.8% | $4,046+54.8% |
| Admin fee / account holder | $181 | $651-72.2% | $12,045-98.5% | $626-71.1% |