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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $247,312 |
BAY COLONY ADVISORS2 years Filed as: BAY MUTUAL FINANCIAL LLC Service code 16 2425 W OLYMPIC BLVD STE 140E · SANTA MONICA, CA 90404 | Consulting | $92,400 |
MOSS ADAMS LLP3+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $29,190 |
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 | $148,754 | $88,730+67.6% | $82,313+80.7% | $77,958+90.8% |
| Participation rate | 86.0% | 84.5%+1.5pp | 76.9%+9.1pp | 71.6%+14.4pp |
| Annual return | 18.99% | 20.88%-1.9pp | 25.88%-6.9pp | 20.87%-1.9pp |
| Employer contribution / active EE | $3,183 | $2,758+15.4% | $2,428+31.1% | $2,310+37.8% |
| Participant deferral / active EE | $10,552 | $4,634+127.7% | $3,706+184.7% | $3,537+198.4% |
| Admin fee / account holder | $113 | $74+52.6% | $5,608-98.0% | $97+16.0% |