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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $260,932 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $101,260 |
MOSS ADAMS LLP5+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $30,660 |
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 | $166,678 | $105,247+58.4% | $87,100+91.4% | $77,787+114.3% |
| Participation rate | 85.7% | 85.8%-0.1pp | 76.9%+8.9pp | 73.2%+12.5pp |
| Annual return | 23.91% | 24.52%-0.6pp | 28.19%-4.3pp | 32.57%-8.7pp |
| Employer contribution / active EE | $3,084 | $2,895+6.5% | $2,521+22.3% | $2,504+23.1% |
| Participant deferral / active EE | $10,193 | $5,060+101.4% | $4,049+151.8% | $3,967+156.9% |
| Admin fee / account holder | $119 | $104+13.9% | $7,497-98.4% | $100+19.0% |