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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $301,083 |
AON CONSULTING2 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $124,520 |
MORNINGSTAR9+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $10,593 |
WINDHAM BRANNON9+ years Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,316 | $112,686-10.1% | $169,993-40.4% | $80,160+26.4% |
| Participation rate | 89.7% | 87.4%+2.3pp | 87.0%+2.7pp | 72.9%+16.8pp |
| Annual return | 17.30% | 67.04%-49.7pp | 53.37%-36.1pp | 40.38%-23.1pp |
| Employer contribution / active EE | $1,970 | $4,481-56.0% | $6,785-71.0% | $2,978-33.8% |
| Participant deferral / active EE | $6,669 | $7,876-15.3% | $10,408-35.9% | $5,017+32.9% |
| Admin fee / account holder | $109 | $99+10.5% | $12,815-99.1% | $145-24.5% |