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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $67,877 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $597 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $231,307 | $78,419+195.0% | $133,956+72.7% | $73,409+215.1% |
| Participation rate | 94.1% | 78.6%+15.5pp | 79.8%+14.2pp | 72.2%+21.9pp |
| Annual return | 19.14% | 33.35%-14.2pp | 45.09%-26.0pp | 59.29%-40.2pp |
| Employer contribution / active EE | $8,024 | $2,044+292.6% | $3,919+104.8% | $2,234+259.2% |
| Participant deferral / active EE | $9,405 | $3,925+139.6% | $5,048+86.3% | $3,805+147.1% |
| Admin fee / account holder | $69 | $161-57.0% | $8,927-99.2% | $158-56.0% |