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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $290,301 |
AON CONSULTING3 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $119,795 |
MORNINGSTAR6+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $17,094 |
WINDHAM BRANNON6+ years Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $14,000 |
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 | $114,282 | $110,699+3.2% | $177,821-35.7% | $90,288+26.6% |
| Participation rate | 90.0% | 88.3%+1.6pp | 87.7%+2.2pp | 73.4%+16.6pp |
| Annual return | 17.78% | 22.79%-5.0pp | 48.32%-30.5pp | 53.97%-36.2pp |
| Employer contribution / active EE | $1,835 | $4,118-55.4% | $5,918-69.0% | $2,524-27.3% |
| Participant deferral / active EE | $6,067 | $6,731-9.9% | $7,714-21.4% | $4,232+43.3% |
| Admin fee / account holder | $93 | $90+2.9% | $12,427-99.3% | $114-18.8% |