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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,645,224 |
Service code 16 2101 FOURTH AVENUE · SEATTLE, WA 98121 | Consulting | $43,429 |
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 | $114,059 | $43,466+162.4% | $99,443+14.7% | $89,569+27.3% |
| Participation rate | 97.5% | 41.5%+55.9pp | 73.8%+23.6pp | 69.6%+27.9pp |
| Annual return | 30.81% | 22.62%+8.2pp | 30.72%+0.1pp | 34.56%-3.7pp |
| Employer contribution / active EE | $2,766 | $788+251.2% | $2,540+8.9% | $2,584+7.0% |
| Participant deferral / active EE | $4,017 | $1,495+168.7% | $3,619+11.0% | $4,220-4.8% |
| Admin fee / account holder | $43 | $56-23.6% | $6,250-99.3% | $72-40.3% |