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.
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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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $791,722 |
MERCER10+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $201,513 |
Service code 29 200 PUBLIC SQUARE · CLEVELAND, OH 44114 | Legal | $30,053 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $18,711 |
Filed as: GLASS JACOBSON WEALTH ADVISORS Service code 26 · EIN 52-2214000 | Advisory (Participants) | $17,565 |
J V BRUNI AND COMPANY1 year Service code 26 · EIN 84-1203870 | Advisory (Participants) | $16,643 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 77-0473565 | Advisory (Participants) | $12,006 |
Service code 26 · EIN 95-4806910 | Advisory (Participants) | $11,681 |
ENCOMPASS MORE ASSET1 year Service code 26 · EIN 88-2355091 | Advisory (Participants) | $10,258 |
ASPIRIANT LLC1 year Service code 26 · EIN 26-1518255 | Advisory (Participants) | $9,544 |
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 | $150,312 | $128,056+17.4% | $146,958+2.3% | $106,382+41.3% |
| Participation rate | 68.7% | 67.2%+1.5pp | 82.2%-13.4pp | 69.9%-1.1pp |
| Annual return | 35.50% | 17.89%+17.6pp | 418.34%-382.8pp | 17.37%+18.1pp |
| Employer contribution / active EE | $3,024 | $3,384-10.6% | $4,933-38.7% | $3,364-10.1% |
| Participant deferral / active EE | $9,265 | $7,674+20.7% | $8,070+14.8% | $5,569+66.4% |
| Admin fee / account holder | $43 | $89-51.0% | $12,998-99.7% | $79-45.2% |