Filed May 17, 1995 (most recent of 2 filings on file)
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $311,637 |
AON CONSULTING3 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $133,713 |
WINDHAM BRANNON10+ years Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $26,000 |
MORNINGSTAR10+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $16,582 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,825 | $122,693-12.1% | $184,203-41.5% | $199,593-46.0% |
| Participation rate | 90.4% | 86.8%+3.6pp | 86.8%+3.6pp | 72.0%+18.4pp |
| Annual return | 11.82% | 143.91%-132.1pp | 28.81%-17.0pp | 34.25%-22.4pp |
| Employer contribution / active EE | $2,202 | $4,584-52.0% | $6,427-65.7% | $3,034-27.4% |
| Participant deferral / active EE | $7,340 | $7,990-8.1% | $9,131-19.6% | $5,087+44.3% |
| Admin fee / account holder | $116 | $121-3.5% | $13,901-99.2% | $269-56.7% |