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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $64,319 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $20,000 |
LINDQUIST LLP2 years Filed as: LINDQUIST CPAS LLP Service code 10 5000 EXECUTIVE PARKWAY · SAN RAMON, CA 94583 | Accounting | $13,250 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $2,074 |
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 | $179,968 | $62,267+189.0% | $110,238+63.3% | $55,725+223.0% |
| Participation rate | 93.9% | 78.1%+15.8pp | 79.8%+14.1pp | 70.9%+23.1pp |
| Annual return | -3.48% | -1.07%-2.4pp | 314.74%-318.2pp | 244.93%-248.4pp |
| Employer contribution / active EE | $7,663 | $1,941+294.7% | $3,826+100.3% | $2,078+268.7% |
| Participant deferral / active EE | $8,748 | $3,516+148.8% | $4,672+87.3% | $3,356+160.7% |
| Admin fee / account holder | $105 | $121-13.4% | $8,547-98.8% | $115-9.1% |