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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,871,761 |
Service code 16 2101 FOURTH AVENUE · SEATTLE, WA 98121 | Consulting | $86,786 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,046 | $56,274+159.5% | $109,895+32.9% | $106,520+37.1% |
| Participation rate | 96.8% | 46.3%+50.5pp | 74.2%+22.5pp | 71.3%+25.4pp |
| Annual return | 29.38% | 27.85%+1.5pp | 29.45%-0.1pp | 19.28%+10.1pp |
| Employer contribution / active EE | $2,854 | $1,010+182.6% | $2,842+0.4% | $2,840+0.5% |
| Participant deferral / active EE | $4,752 | $1,973+140.8% | $4,048+17.4% | $4,948-4.0% |
| Admin fee / account holder | $29 | $57-49.9% | $6,066-99.5% | $75-61.7% |