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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $87,395 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 26 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Participants) | $50,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Direct payment from th... | $372 |
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 | $74,427 | $101,523-26.7% | $141,162-47.3% | $77,787-4.3% |
| Participation rate | 92.4% | 77.4%+15.0pp | 82.5%+9.9pp | 73.2%+19.2pp |
| Annual return | 22.78% | 56.22%-33.4pp | 71.39%-48.6pp | 32.57%-9.8pp |
| Employer contribution / active EE | $2,535 | $3,341-24.1% | $4,735-46.5% | $2,504+1.2% |
| Participant deferral / active EE | $6,495 | $6,434+1.0% | $6,709-3.2% | $3,967+63.7% |
| Admin fee / account holder | $61 | $92-33.4% | $10,261-99.4% | $100-39.1% |