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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $76,984 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $50,000 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $11,311 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $3,056 |
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 | $74,161 | $88,874-16.6% | $123,544-40.0% | $75,289-1.5% |
| Participation rate | 95.5% | 75.9%+19.6pp | 82.3%+13.2pp | 72.4%+23.0pp |
| Annual return | -4.26% | 4.22%-8.5pp | 119.20%-123.5pp | -0.04%-4.2pp |
| Employer contribution / active EE | $2,674 | $3,256-17.9% | $4,628-42.2% | $2,405+11.2% |
| Participant deferral / active EE | $7,003 | $6,174+13.4% | $6,426+9.0% | $3,739+87.3% |
| Admin fee / account holder | $77 | $95-18.9% | $9,284-99.2% | $102-25.0% |