Filed November 18, 1996
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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $639,417 |
AON CONSULTING1 year Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $5,072 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $266 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,951 | $80,242-67.7% | $119,609-78.3% | $89,394-71.0% |
| Participation rate | 75.6% | 78.3%-2.6pp | 79.3%-3.6pp | 71.3%+4.3pp |
| Annual return | -13.24% | -12.97%-0.3pp | -14.97%+1.7pp | -11.89%-1.4pp |
| Employer contribution / active EE | $243 | $2,684-90.9% | $4,232-94.3% | $3,022-92.0% |
| Participant deferral / active EE | $2,172 | $4,686-53.6% | $5,602-61.2% | $5,123-57.6% |
| Admin fee / account holder | $65 | $66-1.6% | $10,323-99.4% | $79-17.7% |