Filed August 5, 1992
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $36,691 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $4 |
AMERICAN CENTURY4 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO2 years Service code 52 · EIN 13-6977079 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
WILMINGTON TRUST2 years Service code 52 · EIN 81-4484368 | Indirect Investment Fees | $0 |
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 | $73,023 | $85,135-14.2% | $98,907-26.2% | $73,409-0.5% |
| Participation rate | 94.5% | 81.1%+13.3pp | 76.0%+18.4pp | 72.2%+22.3pp |
| Annual return | 13.05% | 19.14%-6.1pp | 196.43%-183.4pp | 59.29%-46.2pp |
| Employer contribution / active EE | $2,079 | $2,721-23.6% | $2,689-22.7% | $2,234-6.9% |
| Participant deferral / active EE | $3,653 | $4,349-16.0% | $4,244-13.9% | $3,805-4.0% |
| Admin fee / account holder | $52 | $139-62.7% | $6,642-99.2% | $158-67.1% |