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 MANAGEMENT2+ years Filed as: SNYDER COHN, P.C. Service code 10 11200 ROCKVILLE PIKE · NORTH BETHESDA, MD 20852 | Accounting | $12,750 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $595 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,529 | $63,299+316.3% | $91,001+189.6% | $62,292+323.1% |
| Participation rate | 94.3% | 73.3%+20.9pp | 75.6%+18.7pp | 69.5%+24.7pp |
| Annual return | 18.75% | 20.99%-2.2pp | 4.60%+14.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $7,639 | $1,807+322.8% | $2,456+211.1% | $2,042+274.1% |
| Participant deferral / active EE | $9,050 | $2,943+207.5% | $3,547+155.1% | $3,169+185.6% |
| Admin fee / account holder | $54 | $468-88.5% | $5,417-99.0% | $479-88.8% |