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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $65,731 |
FINANCIAL ENGINES8+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $38,843 |
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 | $59,934 | $56,503+6.1% | $70,092-14.5% | $64,808-7.5% |
| Participation rate | 91.1% | 70.5%+20.7pp | 70.5%+20.7pp | 71.5%+19.7pp |
| Annual return | -15.65% | -13.44%-2.2pp | 190.73%-206.4pp | 32.82%-48.5pp |
| Employer contribution / active EE | $3,024 | $2,046+47.8% | $2,559+18.2% | $2,506+20.7% |
| Participant deferral / active EE | $4,104 | $3,389+21.1% | $3,849+6.6% | $4,310-4.8% |
| Admin fee / account holder | $135 | $160-15.7% | $6,267-97.8% | $188-28.0% |