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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $309,856 |
AON CONSULTING4 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $133,669 |
WINDHAM BRANNON7+ years Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $18,000 |
MORNINGSTAR7+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $16,161 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,161 | $118,337-0.1% | $189,513-37.7% | $93,030+27.0% |
| Participation rate | 85.6% | 89.1%-3.5pp | 87.8%-2.2pp | 73.9%+11.7pp |
| Annual return | 13.07% | 21.77%-8.7pp | 555.15%-542.1pp | 158.70%-145.6pp |
| Employer contribution / active EE | $1,713 | $4,204-59.3% | $6,162-72.2% | $2,706-36.7% |
| Participant deferral / active EE | $5,799 | $7,123-18.6% | $8,221-29.5% | $4,562+27.1% |
| Admin fee / account holder | $94 | $100-5.5% | $12,045-99.2% | $152-37.9% |