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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $75,283 |
FINANCIAL ENGINES5+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $26,613 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $639 |
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 | $58,272 | $55,790+4.4% | $76,817-24.1% | $67,579-13.8% |
| Participation rate | 98.0% | 71.1%+27.0pp | 72.1%+26.0pp | 71.3%+26.8pp |
| Annual return | 19.57% | 64.45%-44.9pp | 1166.11%-1146.5pp | 378.56%-359.0pp |
| Employer contribution / active EE | $2,873 | $1,810+58.7% | $2,302+24.8% | $2,148+33.8% |
| Participant deferral / active EE | $3,606 | $2,875+25.4% | $3,336+8.1% | $3,539+1.9% |
| Admin fee / account holder | $131 | $159-17.8% | $6,420-98.0% | $142-8.1% |