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 Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $28,059 |
COHNREZNICK LLP5 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,609 | $132,049+54.2% | $200,582+1.5% | $74,304+174.0% |
| Participation rate | 88.2% | 84.1%+4.2pp | 86.9%+1.4pp | 60.3%+27.9pp |
| Annual return | 12.21% | 22.22%-10.0pp | 42.33%-30.1pp | 29.43%-17.2pp |
| Employer contribution / active EE | $3,741 | $4,558-17.9% | $6,419-41.7% | $2,241+66.9% |
| Participant deferral / active EE | $6,648 | $7,213-7.8% | $9,331-28.8% | $3,767+76.5% |
| Admin fee / account holder | $173 | $2,405-92.8% | $16,305-98.9% | $2,969-94.2% |