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) | $24,670 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,982 |
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 | $34,469 | $48,277-28.6% | $63,517-45.7% | $55,191-37.5% |
| Participation rate | 98.5% | 69.4%+29.2pp | 71.0%+27.5pp | 69.2%+29.4pp |
| Annual return | 0.04% | 2.37%-2.3pp | -70.30%+70.3pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,421 | $1,592+52.1% | $2,322+4.3% | $1,899+27.5% |
| Participant deferral / active EE | $2,640 | $2,432+8.5% | $2,953-10.6% | $3,046-13.3% |
| Admin fee / account holder | $40 | $86-53.7% | $5,892-99.3% | $91-56.2% |