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 3-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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $78,374 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,747 | $95,388-74.1% | $125,339-80.3% | $77,904-68.2% |
| Participation rate | 63.9% | 78.6%-14.7pp | 82.4%-18.5pp | 73.7%-9.8pp |
| Annual return | 0.00% | 116.19%-116.2pp | 572.05%-572.1pp | 12.21%-12.2pp |
| Employer contribution / active EE | $1,764 | $3,666-51.9% | $4,814-63.4% | $2,848-38.1% |
| Participant deferral / active EE | $955 | $7,711-87.6% | $7,446-87.2% | $4,806-80.1% |
| Admin fee / account holder | $42 | $119-64.5% | $10,010-99.6% | $133-68.1% |