Filed July 28, 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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $696,917 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON Service code 27 WILLIS TOWER · CHICAGO, IL 60606 | Advisory (Plan) | $126,734 |
CARON & BLETZER, PLLC5 years Filed as: CARON & BLETZER PLLC Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $52,770 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 27 1500 MARKET ST · PHILADELPHIA, PA 19102 | Advisory (Plan) | $42,104 |
FISHER INVESTMENTS4 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $26,374 |
Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $6,757 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Other commissions; Shareholder servic... | $4,841 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,448 | $128,056+22.2% | $146,958+6.5% | $106,382+47.1% |
| Participation rate | 75.9% | 67.2%+8.7pp | 82.2%-6.2pp | 69.9%+6.1pp |
| Annual return | 18.98% | 17.89%+1.1pp | 418.34%-399.4pp | 17.37%+1.6pp |
| Employer contribution / active EE | $2,351 | $3,384-30.5% | $4,933-52.3% | $3,364-30.1% |
| Participant deferral / active EE | $8,667 | $7,674+12.9% | $8,070+7.4% | $5,569+55.6% |
| Admin fee / account holder | $59 | $89-33.4% | $12,998-99.5% | $79-25.5% |