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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,052,343 |
Service code 16 2101 FOURTH AVENUE · SEATTLE, WA 98121 | Consulting | $54,092 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,477 | $38,509+140.1% | $90,645+2.0% | $73,367+26.0% |
| Participation rate | 95.4% | 45.9%+49.4pp | 74.0%+21.3pp | 69.5%+25.9pp |
| Annual return | 1.51% | 2.07%-0.6pp | 1.88%-0.4pp | 173.45%-171.9pp |
| Employer contribution / active EE | $2,651 | $754+251.8% | $2,532+4.7% | $2,499+6.1% |
| Participant deferral / active EE | $3,981 | $1,495+166.2% | $3,425+16.3% | $4,033-1.3% |
| Admin fee / account holder | $37 | $48-24.3% | $4,994-99.3% | $68-46.5% |