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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $5,376,366 |
Service code 16 2101 FOURTH AVENUE · SEATTLE, WA 98121 | Consulting | $253,163 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,297 | $140,769+8.9% | $95,585+60.4% | $140,769+8.9% |
| Participation rate | 96.0% | 74.2%+21.9pp | 72.1%+23.9pp | 74.2%+21.9pp |
| Annual return | 4.75% | 16.82%-12.1pp | 38.56%-33.8pp | 16.82%-12.1pp |
| Employer contribution / active EE | $3,384 | $3,906-13.4% | $2,527+33.9% | $3,906-13.4% |
| Participant deferral / active EE | $5,322 | $6,717-20.8% | $4,023+32.3% | $6,717-20.8% |
| Admin fee / account holder | $21 | $229-90.9% | $6,127-99.7% | $229-90.9% |