Filed June 5, 1997
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 |
|---|---|---|
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER COHN, P.C. Service code 10 11200 ROCKVILLE PIKE · NORTH BETHESDA, MD 20852 | Accounting | $12,750 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $503 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,068 | $56,629+288.6% | $77,999+182.1% | $55,167+298.9% |
| Participation rate | 97.3% | 73.3%+24.0pp | 75.5%+21.8pp | 69.0%+28.3pp |
| Annual return | 3.76% | 2866.98%-2863.2pp | 425.96%-422.2pp | 169.23%-165.5pp |
| Employer contribution / active EE | $7,490 | $1,723+334.7% | $2,470+203.2% | $1,963+281.7% |
| Participant deferral / active EE | $8,289 | $2,777+198.5% | $3,497+137.0% | $3,054+171.4% |
| Admin fee / account holder | $60 | $467-87.1% | $5,480-98.9% | $504-88.1% |