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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $136,732 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $50,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,114 | $107,459-18.9% | $135,903-35.9% | $80,160+8.7% |
| Participation rate | 96.3% | 78.0%+18.2pp | 81.9%+14.4pp | 72.9%+23.4pp |
| Annual return | 21.30% | 91.91%-70.6pp | 68.23%-46.9pp | 40.38%-19.1pp |
| Employer contribution / active EE | $3,213 | $3,877-17.1% | $4,856-33.8% | $2,978+7.9% |
| Participant deferral / active EE | $8,272 | $8,195+0.9% | $7,758+6.6% | $5,017+64.9% |
| Admin fee / account holder | $63 | $127-50.3% | $10,762-99.4% | $145-56.5% |