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 |
|---|---|---|
AON CONSULTING1 year Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $100,468 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $14,664 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,540 |
WINDHAM BRANNON2+ years Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $10,191 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,246 | $80,354-6.4% | $133,980-43.8% | $63,975+17.6% |
| Participation rate | 94.0% | 87.5%+6.5pp | 87.1%+6.9pp | 71.1%+22.8pp |
| Annual return | 7.29% | 13.11%-5.8pp | 29.30%-22.0pp | 48.65%-41.4pp |
| Employer contribution / active EE | $1,765 | $3,503-49.6% | $5,211-66.1% | $2,182-19.1% |
| Participant deferral / active EE | $4,962 | $5,239-5.3% | $6,282-21.0% | $3,356+47.8% |
| Admin fee / account holder | $30 | $69-56.2% | $9,324-99.7% | $70-56.9% |