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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,397,930 |
Service code 16 2101 FOURTH AVENUE · SEATTLE, WA 98121 | Consulting | $74,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,889 | $49,890+142.3% | $104,607+15.6% | $106,222+13.8% |
| Participation rate | 96.5% | 45.0%+51.4pp | 74.1%+22.4pp | 70.8%+25.7pp |
| Annual return | 22.71% | 18.07%+4.6pp | 340.46%-317.8pp | 21.69%+1.0pp |
| Employer contribution / active EE | $2,778 | $809+243.3% | $2,681+3.6% | $2,723+2.0% |
| Participant deferral / active EE | $4,256 | $1,699+150.6% | $3,740+13.8% | $4,600-7.5% |
| Admin fee / account holder | $32 | $56-42.5% | $6,473-99.5% | $78-58.7% |