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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $170,294 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $149,769 |
MOSS ADAMS LLP8+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $33,600 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,168 | $130,141+40.0% | $86,677+110.2% | $77,904+133.8% |
| Participation rate | 83.8% | 85.9%-2.2pp | 76.6%+7.2pp | 73.7%+10.1pp |
| Annual return | -19.54% | -12.75%-6.8pp | 35.91%-55.4pp | 12.21%-31.7pp |
| Employer contribution / active EE | $3,461 | $3,220+7.5% | $2,836+22.0% | $2,848+21.6% |
| Participant deferral / active EE | $11,319 | $5,757+96.6% | $4,656+143.1% | $4,806+135.5% |
| Admin fee / account holder | $114 | $132-13.5% | $7,493-98.5% | $133-14.0% |