Filed November 5, 1998
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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $561,196 |
MERCER11+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $243,077 |
GRANT THORNTON LLP3 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $104,167 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Other commissions; Direct payment fro... | $7,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,855 | $140,769+20.7% | $150,045+13.2% | $140,769+20.7% |
| Participation rate | 68.9% | 74.2%-5.3pp | 82.3%-13.4pp | 74.2%-5.3pp |
| Annual return | 18.28% | 16.82%+1.5pp | 62.55%-44.3pp | 16.82%+1.5pp |
| Employer contribution / active EE | $3,201 | $3,906-18.0% | $4,693-31.8% | $3,906-18.0% |
| Participant deferral / active EE | $9,717 | $6,717+44.7% | $7,997+21.5% | $6,717+44.7% |
| Admin fee / account holder | $45 | $229-80.3% | $13,435-99.7% | $229-80.3% |