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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,995,551 |
Service code 16 2101 FOURTH AVENUE · SEATTLE, WA 98121 | Consulting | $97,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,978 | $48,447+131.1% | $91,220+22.8% | $89,394+25.3% |
| Participation rate | 95.9% | 46.5%+49.4pp | 73.2%+22.7pp | 71.3%+24.6pp |
| Annual return | -17.28% | -13.16%-4.1pp | 114.01%-131.3pp | -11.89%-5.4pp |
| Employer contribution / active EE | $2,989 | $1,115+167.9% | $2,850+4.9% | $3,022-1.1% |
| Participant deferral / active EE | $4,825 | $2,235+115.9% | $4,234+14.0% | $5,123-5.8% |
| Admin fee / account holder | $26 | $61-56.8% | $5,420-99.5% | $79-66.8% |