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 Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $31,697 |
COHNREZNICK LLP4 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $19,482 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,175 | $122,239+69.5% | $184,203+12.5% | $74,495+178.1% |
| Participation rate | 93.8% | 85.5%+8.4pp | 86.8%+7.0pp | 67.2%+26.6pp |
| Annual return | 12.19% | 19.95%-7.8pp | 28.81%-16.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,788 | $4,537-16.5% | $6,427-41.1% | $2,623+44.4% |
| Participant deferral / active EE | $6,657 | $7,139-6.7% | $9,131-27.1% | $4,346+53.2% |
| Admin fee / account holder | $188 | $1,260-85.1% | $13,901-98.6% | $1,942-90.3% |