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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $63,811 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $32,024 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,755 | $66,457-11.6% | $81,382-27.8% | $77,643-24.3% |
| Participation rate | 90.3% | 68.7%+21.6pp | 69.5%+20.9pp | 70.6%+19.8pp |
| Annual return | 10.88% | 15.93%-5.0pp | 24.73%-13.8pp | 31.24%-20.4pp |
| Employer contribution / active EE | $2,934 | $2,159+35.9% | $2,463+19.1% | $2,726+7.6% |
| Participant deferral / active EE | $3,899 | $3,679+6.0% | $3,883+0.4% | $4,647-16.1% |
| Admin fee / account holder | $107 | $583-81.6% | $5,768-98.1% | $430-75.1% |