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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $65,812 |
FINANCIAL ENGINES7+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $42,359 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $11 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,687 | $66,528+12.3% | $86,874-14.0% | $86,799-14.0% |
| Participation rate | 95.4% | 72.4%+23.0pp | 71.6%+23.7pp | 72.3%+23.1pp |
| Annual return | 12.95% | 19.56%-6.6pp | 63.52%-50.6pp | 97.91%-85.0pp |
| Employer contribution / active EE | $3,120 | $2,007+55.4% | $2,495+25.0% | $2,405+29.7% |
| Participant deferral / active EE | $4,308 | $3,240+33.0% | $3,699+16.5% | $4,131+4.3% |
| Admin fee / account holder | $140 | $148-5.8% | $5,828-97.6% | $170-17.7% |