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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $63,270 |
FINANCIAL ENGINES6+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $35,171 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Float r... | $29 |
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 | $67,201 | $61,473+9.3% | $81,930-18.0% | $73,409-8.5% |
| Participation rate | 97.2% | 72.4%+24.8pp | 72.0%+25.2pp | 72.2%+25.0pp |
| Annual return | 13.53% | 28.26%-14.7pp | 29.49%-16.0pp | 59.29%-45.8pp |
| Employer contribution / active EE | $3,148 | $1,898+65.9% | $4,310-27.0% | $2,234+40.9% |
| Participant deferral / active EE | $4,146 | $3,080+34.6% | $7,107-41.7% | $3,805+9.0% |
| Admin fee / account holder | $125 | $125-0.4% | $5,158-97.6% | $158-20.9% |