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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $214,310 |
BAY COLONY ADVISORS3 years Filed as: BAY MUTUAL FINANCIAL LLC Service code 16 2425 W OLYMPIC BLVD · SANTA MONICA, CA 90404 | Consulting | $87,378 |
MOSS ADAMS LLP4+ years Service code 10 P.O. 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 | $135,199 | $78,852+71.5% | $76,768+76.1% | $75,289+79.6% |
| Participation rate | 83.8% | 85.0%-1.2pp | 77.0%+6.8pp | 72.4%+11.3pp |
| Annual return | -2.47% | -1.29%-1.2pp | 2.43%-4.9pp | -0.04%-2.4pp |
| Employer contribution / active EE | $2,931 | $2,794+4.9% | $2,485+17.9% | $2,405+21.9% |
| Participant deferral / active EE | $9,523 | $4,800+98.4% | $3,852+147.3% | $3,739+154.7% |
| Admin fee / account holder | $98 | $79+23.7% | $6,675-98.5% | $102-4.5% |