Filed February 14, 1995
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 | $211,125 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 16 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $50,000 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Other commissions; Direct payment fro... | $784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,594 | $145,877-18.0% | $150,045-20.3% | $102,872+16.3% |
| Participation rate | 95.9% | 79.8%+16.1pp | 82.3%+13.6pp | 73.0%+22.9pp |
| Annual return | 17.18% | 21.37%-4.2pp | 62.55%-45.4pp | 19.06%-1.9pp |
| Employer contribution / active EE | $3,658 | $4,710-22.3% | $4,693-22.1% | $3,526+3.7% |
| Participant deferral / active EE | $9,932 | $9,491+4.6% | $7,997+24.2% | $5,535+79.4% |
| Admin fee / account holder | $86 | $176-50.8% | $13,435-99.4% | $292-70.4% |