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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $534,479 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $365,107 |
Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 28025 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $194,034 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $15,687 |
Filed as: TOWERS WATSON DELAWARE, INC Service code 27 · EIN 53-0181291 | Advisory (Plan) | $15,640 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,274 | $80,506+4.7% | $136,294-38.2% | $80,976+4.1% |
| Participation rate | 78.2% | 61.9%+16.4pp | 81.9%-3.7pp | 68.3%+10.0pp |
| Annual return | 21.77% | 27.70%-5.9pp | 5155.94%-5134.2pp | 22.91%-1.1pp |
| Employer contribution / active EE | $1,381 | $1,943-28.9% | $4,695-70.6% | $2,402-42.5% |
| Participant deferral / active EE | $5,464 | $4,601+18.8% | $6,247-12.5% | $3,848+42.0% |
| Admin fee / account holder | $92 | $72+27.9% | $9,243-99.0% | $67+36.2% |