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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $129,157 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 16 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $50,000 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $2,139 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,166 | $122,186-18.0% | $146,958-31.8% | $199,593-49.8% |
| Participation rate | 95.4% | 78.3%+17.1pp | 82.2%+13.2pp | 72.0%+23.4pp |
| Annual return | 15.54% | 30.56%-15.0pp | 418.34%-402.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $3,418 | $4,093-16.5% | $4,933-30.7% | $3,034+12.6% |
| Participant deferral / active EE | $8,969 | $8,502+5.5% | $8,070+11.1% | $5,087+76.3% |
| Admin fee / account holder | $58 | $179-67.3% | $12,998-99.6% | $269-78.3% |