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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $5,737,790 |
Service code 16 2101 FOURTH AVENUE · SEATTLE, WA 98121 | Consulting | $123,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,816 | $64,975+147.5% | $97,226+65.4% | $106,382+51.2% |
| Participation rate | 95.8% | 45.4%+50.5pp | 72.7%+23.2pp | 69.9%+26.0pp |
| Annual return | 26.52% | 15.21%+11.3pp | 75.13%-48.6pp | 17.37%+9.1pp |
| Employer contribution / active EE | $3,196 | $1,126+183.8% | $2,729+17.1% | $3,364-5.0% |
| Participant deferral / active EE | $5,149 | $2,466+108.8% | $4,264+20.8% | $5,569-7.5% |
| Admin fee / account holder | $23 | $69-65.9% | $5,654-99.6% | $79-70.5% |