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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $320,313 |
AON CONSULTING2 years Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $104,731 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $15,637 |
MAZURSKY CONSTANTINE LLC1 year Service code 10 999 PEACHTREE STREET N.E. STE 1500 · ATLANTA, GA 30309 | Accounting | $8,362 |
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 | $95,328 | $89,274+6.8% | $149,718-36.3% | $77,958+22.3% |
| Participation rate | 91.2% | 87.6%+3.6pp | 87.1%+4.2pp | 71.6%+19.6pp |
| Annual return | 28.34% | 20.36%+8.0pp | 1501.63%-1473.3pp | 20.87%+7.5pp |
| Employer contribution / active EE | $1,969 | $3,727-47.2% | $5,445-63.8% | $2,310-14.8% |
| Participant deferral / active EE | $5,233 | $5,382-2.8% | $6,569-20.3% | $3,537+48.0% |
| Admin fee / account holder | $99 | $240-58.6% | $11,283-99.1% | $97+2.0% |