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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $717,841 |
MERCER3+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $183,698 |
ERNST & YOUNG LLP3+ years Filed as: ERNST AND YOUNG LLP Service code 10 P.O. BOX 640382 · PITTSBURGH, PA 15264 | Accounting | $154,500 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $258 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Direct payment from the plan; Securit... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,017 | $80,506+3.1% | $136,294-39.1% | $80,976+2.5% |
| Participation rate | 70.6% | 61.9%+8.7pp | 81.9%-11.3pp | 68.3%+2.3pp |
| Annual return | 20.94% | 27.70%-6.8pp | 5155.94%-5135.0pp | 22.91%-2.0pp |
| Employer contribution / active EE | $1,527 | $1,943-21.4% | $4,695-67.5% | $2,402-36.4% |
| Participant deferral / active EE | $6,261 | $4,601+36.1% | $6,247+0.2% | $3,848+62.7% |
| Admin fee / account holder | $54 | $72-25.4% | $9,243-99.4% | $67-20.5% |