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 |
|---|---|---|
Filed as: SNYDER COHN, PC Service code 10 11200 ROCKVILLE PIKE · NORTH BETHESDA, MD 20852 | Accounting | $12,750 |
Service code 16 305 W CHESAPEAKE AVE · BALTIMORE, MD 21204 | Consulting | $5,600 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $553 |
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 | $276,715 | $58,083+376.4% | $80,019+245.8% | $56,287+391.6% |
| Participation rate | 94.6% | 73.6%+21.0pp | 75.8%+18.7pp | 69.9%+24.7pp |
| Annual return | 2.55% | 34.61%-32.1pp | 11.22%-8.7pp | -9.96%+12.5pp |
| Employer contribution / active EE | $7,153 | $1,932+270.2% | $2,468+189.8% | $2,111+238.8% |
| Participant deferral / active EE | $9,161 | $3,135+192.2% | $3,686+148.6% | $3,350+173.5% |
| Admin fee / account holder | $74 | $623-88.2% | $6,521-98.9% | $521-85.8% |