Filed September 30, 1992 (most recent of 2 filings on file)
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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $5,376,366 |
Service code 16 2101 FOURTH AVENUE · SEATTLE, WA 98121 | Consulting | $253,163 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,297 | $142,480+7.6% | $93,063+64.7% | $142,480+7.6% |
| Participation rate | 96.0% | 76.2%+19.8pp | 72.1%+23.9pp | 76.2%+19.8pp |
| Annual return | 4.75% | 16.32%-11.6pp | 34.15%-29.4pp | 16.32%-11.6pp |
| Employer contribution / active EE | $3,384 | $3,867-12.5% | $2,476+36.7% | $3,867-12.5% |
| Participant deferral / active EE | $5,322 | $6,807-21.8% | $3,958+34.5% | $6,807-21.8% |
| Admin fee / account holder | $21 | $307-93.2% | $6,033-99.7% | $307-93.2% |