Filed September 20, 1995
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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $102,070 |
BAY COLONY ADVISORS1 year Filed as: BAY MUTUAL FINANCIAL LLC Service code 16 2425 W OLYMPIC BLVD STE 140E · SANTA MONICA, CA 90404 | Consulting | $92,400 |
MOSS ADAMS LLP2+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $27,785 |
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 | $118,355 | $80,211+47.6% | $74,183+59.5% | $63,975+85.0% |
| Participation rate | 86.9% | 84.2%+2.7pp | 76.6%+10.3pp | 71.1%+15.8pp |
| Annual return | 7.21% | 14.13%-6.9pp | 17.74%-10.5pp | 48.65%-41.4pp |
| Employer contribution / active EE | $3,061 | $2,553+19.9% | $2,370+29.2% | $2,182+40.3% |
| Participant deferral / active EE | $9,976 | $4,370+128.3% | $3,550+181.0% | $3,356+197.2% |
| Admin fee / account holder | $61 | $67-8.8% | $5,586-98.9% | $70-13.0% |