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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $26,210 |
COHNREZNICK LLP2 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $17,300 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,036 | $102,553+61.9% | $151,611+9.5% | $66,914+148.1% |
| Participation rate | 92.5% | 85.5%+6.9pp | 87.5%+5.0pp | 69.8%+22.6pp |
| Annual return | -15.10% | -10.82%-4.3pp | 3.33%-18.4pp | 1.58%-16.7pp |
| Employer contribution / active EE | $3,798 | $4,180-9.1% | $6,166-38.4% | $2,544+49.3% |
| Participant deferral / active EE | $6,394 | $6,641-3.7% | $8,363-23.6% | $4,237+50.9% |
| Admin fee / account holder | $159 | $630-74.7% | $11,616-98.6% | $593-73.1% |