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 INC3+ years Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,115 | $37,245+34.6% | $94,993-47.2% | $77,958-35.7% |
| Participation rate | 98.5% | 56.5%+42.0pp | 73.9%+24.6pp | 71.6%+26.9pp |
| Annual return | 20.79% | 22.72%-1.9pp | 27.12%-6.3pp | 20.87%-0.1pp |
| Employer contribution / active EE | $2,596 | $894+190.4% | $2,603-0.3% | $2,310+12.4% |
| Participant deferral / active EE | $2,364 | $1,828+29.3% | $3,317-28.7% | $3,537-33.2% |
| Admin fee / account holder | $0 | $59-100.0% | $4,960-100.0% | $97-100.0% |