Filed January 23, 1997 (most recent of 2 filings on file)
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $65,721 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $10,488 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $776 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,088 | $89,436+162.9% | $164,813+42.6% | $77,643+202.8% |
| Participation rate | 96.1% | 78.6%+17.5pp | 78.6%+17.5pp | 70.6%+25.5pp |
| Annual return | 14.56% | 28.83%-14.3pp | 69.93%-55.4pp | 31.24%-16.7pp |
| Employer contribution / active EE | $9,008 | $2,569+250.7% | $4,341+107.5% | $2,726+230.5% |
| Participant deferral / active EE | $11,777 | $4,897+140.5% | $6,031+95.3% | $4,647+153.4% |
| Admin fee / account holder | $65 | $339-80.8% | $12,690-99.5% | $430-84.9% |