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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $327,645 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $117,441 |
MORNINGSTAR5+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $17,981 |
WINDHAM BRANNON5+ years Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $14,637 |
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 | $97,064 | $95,776+1.3% | $162,163-40.1% | $77,787+24.8% |
| Participation rate | 88.6% | 88.6%0pp | 87.6%+1.1pp | 73.2%+15.4pp |
| Annual return | 21.70% | 37.03%-15.3pp | 115.59%-93.9pp | 32.57%-10.9pp |
| Employer contribution / active EE | $1,759 | $3,874-54.6% | $5,614-68.7% | $2,504-29.8% |
| Participant deferral / active EE | $5,721 | $6,125-6.6% | $7,298-21.6% | $3,967+44.2% |
| Admin fee / account holder | $97 | $88+10.4% | $10,843-99.1% | $100-3.3% |