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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $337,657 |
AON CONSULTING1 year Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $133,866 |
WINDHAM BRANNON8+ years Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $16,500 |
MORNINGSTAR8+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $11,772 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,837 | $95,918-6.3% | $151,611-40.7% | $77,904+15.3% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.5%+2.5pp | 73.7%+16.3pp |
| Annual return | -16.80% | -5.50%-11.3pp | 3.33%-20.1pp | 12.21%-29.0pp |
| Employer contribution / active EE | $1,903 | $4,330-56.0% | $6,166-69.1% | $2,848-33.2% |
| Participant deferral / active EE | $6,321 | $7,508-15.8% | $8,363-24.4% | $4,806+31.5% |
| Admin fee / account holder | $121 | $93+29.6% | $11,616-99.0% | $133-8.8% |