Filed June 17, 1
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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $131,039 |
Service code 16 2040 MAIN STREET SUITE 150 · IRVINE, CA 92614 | Consulting | $31,875 |
OGLETREE DEAKINS1 year Filed as: OGLETREEDEAKINSNASHSMOAK AND STEWAR Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $19,463 |
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 | $183,521 | $67,228+173.0% | $117,854+55.7% | $77,958+135.4% |
| Participation rate | 95.1% | 79.4%+15.7pp | 79.7%+15.5pp | 71.6%+23.5pp |
| Annual return | 16.32% | 19.13%-2.8pp | 335.08%-318.8pp | 20.87%-4.5pp |
| Employer contribution / active EE | $5,813 | $2,211+163.0% | $3,786+53.5% | $2,310+151.6% |
| Participant deferral / active EE | $8,290 | $3,653+126.9% | $4,482+85.0% | $3,537+134.4% |
| Admin fee / account holder | $131 | $76+72.3% | $8,020-98.4% | $97+34.1% |