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 |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,174 |
SNYDER CAPITAL MANAGEMENT3 years Filed as: SNYDER COHN, PC Service code 10 11200 ROCKVILLE PIKE · NORTH BETHESDA, MD 20852 | Accounting | $13,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $310,293 | $70,908+337.6% | $98,907+213.7% | $73,488+322.2% |
| Participation rate | 95.8% | 73.8%+22.0pp | 76.0%+19.8pp | 70.7%+25.1pp |
| Annual return | 5.81% | 34.17%-28.4pp | 196.43%-190.6pp | 28.51%-22.7pp |
| Employer contribution / active EE | $3,625 | $2,036+78.0% | $2,689+34.8% | $2,270+59.7% |
| Participant deferral / active EE | $10,588 | $3,500+202.5% | $4,244+149.5% | $3,740+183.1% |
| Admin fee / account holder | $175 | $535-67.2% | $6,642-97.4% | $513-65.8% |