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 |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $73,718 |
FINANCIAL ENGINES4+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $31,457 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $543 |
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 | $47,129 | $48,261-2.3% | $68,793-31.5% | $55,725-15.4% |
| Participation rate | 98.6% | 71.0%+27.5pp | 72.2%+26.4pp | 70.9%+27.7pp |
| Annual return | -5.35% | -2.61%-2.7pp | -4.63%-0.7pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,816 | $1,742+61.6% | $2,625+7.3% | $2,078+35.5% |
| Participant deferral / active EE | $3,620 | $2,712+33.5% | $3,311+9.3% | $3,356+7.9% |
| Admin fee / account holder | $132 | $126+4.9% | $5,131-97.4% | $115+15.0% |