Filed September 15, 1997
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 |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $33,642 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,347 |
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 | $129,727 | $48,277+168.7% | $63,517+104.2% | $55,191+135.0% |
| Participation rate | 95.0% | 69.4%+25.6pp | 71.0%+23.9pp | 69.2%+25.8pp |
| Annual return | -0.02% | 2.37%-2.4pp | -70.30%+70.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $7,241 | $1,592+354.9% | $2,322+211.9% | $1,899+281.4% |
| Participant deferral / active EE | $6,254 | $2,432+157.1% | $2,953+111.7% | $3,046+105.3% |
| Admin fee / account holder | $93 | $86+8.2% | $5,892-98.4% | $91+2.5% |