Filed February 18, 1998 (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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $36,747 |
BUCK GLOBAL, LLC8 years Filed as: BUCK GLOBAL LLC Service code 16 PO BOX 207640 · DALLAS, TX 75230 | Consulting | $36,600 |
Service code 10 9300 SHELBYVILLE ROAD · LOUISVILLE, KY 40222 | Accounting | $18,500 |
Filed as: GALLAGHER FIDUCIARY SERVICES, LLC Service code 16 420 LEXINGTON AVENUE · NEW YORK, NY 10170 | Consulting | $11,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,857 | $102,204+65.2% | $145,661+15.9% | $85,563+97.3% |
| Participation rate | 83.6% | 70.6%+13.0pp | 77.2%+6.4pp | 66.0%+17.6pp |
| Annual return | 19.09% | 16.68%+2.4pp | 101.46%-82.4pp | 31.51%-12.4pp |
| Employer contribution / active EE | $4,519 | $3,600+25.5% | $4,238+6.6% | $2,654+70.3% |
| Participant deferral / active EE | $6,661 | $5,729+16.3% | $7,198-7.5% | $4,375+52.2% |
| Admin fee / account holder | $97 | $647-85.1% | $12,466-99.2% | $834-88.4% |