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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,530,542 |
Service code 16 2101 FOURTH AVENUE · SEATTLE, WA 98121 | Consulting | $56,910 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,157 | $41,409+125.0% | $94,993-1.9% | $80,976+15.0% |
| Participation rate | 95.7% | 46.1%+49.7pp | 73.9%+21.8pp | 68.3%+27.5pp |
| Annual return | 18.94% | 18.00%+0.9pp | 27.12%-8.2pp | 22.91%-4.0pp |
| Employer contribution / active EE | $2,648 | $698+279.4% | $2,603+1.7% | $2,402+10.2% |
| Participant deferral / active EE | $3,571 | $1,441+147.8% | $3,317+7.6% | $3,848-7.2% |
| Admin fee / account holder | $35 | $48-27.0% | $4,960-99.3% | $67-47.9% |