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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $317,916 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $86,518 |
WINDHAM BRANNON4+ years Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $35,101 |
AON CONSULTING3 years Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $27,272 |
MORNINGSTAR4+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $15,811 |
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 | $82,412 | $82,546-0.2% | $140,016-41.1% | $75,289+9.5% |
| Participation rate | 88.0% | 88.4%-0.3pp | 87.5%+0.6pp | 72.4%+15.6pp |
| Annual return | -2.76% | -0.36%-2.4pp | 651.12%-653.9pp | -0.04%-2.7pp |
| Employer contribution / active EE | $1,741 | $3,856-54.9% | $5,606-68.9% | $2,405-27.6% |
| Participant deferral / active EE | $5,752 | $5,731+0.4% | $6,927-17.0% | $3,739+53.9% |
| Admin fee / account holder | $99 | $86+15.4% | $10,705-99.1% | $102-3.2% |