Filed April 7, 1998
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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,223 |
HAYASHI & WAYLAND1 year Filed as: HAYASHI & WAYLAND ACCOUNTING & CONS Service code 10 1188 PADRE DRIVE · SALINAS, CA 93901 | Accounting | $12,165 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $475 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,089 | $65,557+64.9% | $105,738+2.2% | $56,287+92.0% |
| Participation rate | 90.6% | 63.4%+27.2pp | 76.3%+14.2pp | 69.9%+20.7pp |
| Annual return | 9.66% | -1.32%+11.0pp | 6.27%+3.4pp | -9.96%+19.6pp |
| Employer contribution / active EE | $13,946 | $1,788+679.9% | $3,268+326.7% | $2,111+560.6% |
| Participant deferral / active EE | $3,990 | $2,418+65.0% | $4,080-2.2% | $3,350+19.1% |
| Admin fee / account holder | $113 | $561-79.8% | $6,913-98.4% | $521-78.3% |