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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $96,495 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $50,000 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $100 |
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 | $75,686 | $127,481-40.6% | $149,696-49.4% | $90,288-16.2% |
| Participation rate | 96.1% | 78.2%+17.9pp | 82.5%+13.6pp | 73.4%+22.7pp |
| Annual return | 18.77% | 57.78%-39.0pp | 276.60%-257.8pp | 53.97%-35.2pp |
| Employer contribution / active EE | $2,819 | $3,448-18.2% | $4,644-39.3% | $2,524+11.7% |
| Participant deferral / active EE | $7,092 | $6,975+1.7% | $6,842+3.7% | $4,232+67.6% |
| Admin fee / account holder | $54 | $152-64.1% | $9,309-99.4% | $114-52.3% |