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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $198,797 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $92,400 |
MOSS ADAMS LLP6+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $33,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,024 | $176,491+13.3% | $95,952+108.5% | $90,288+121.5% |
| Participation rate | 85.7% | 86.6%-0.8pp | 77.1%+8.7pp | 73.4%+12.4pp |
| Annual return | 17.99% | 20.14%-2.2pp | 91.61%-73.6pp | 53.97%-36.0pp |
| Employer contribution / active EE | $3,068 | $2,789+10.0% | $2,541+20.8% | $2,524+21.6% |
| Participant deferral / active EE | $10,898 | $5,340+104.1% | $4,167+161.5% | $4,232+157.5% |
| Admin fee / account holder | $103 | $154-33.4% | $6,795-98.5% | $114-10.1% |