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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $117,947 |
MERCER3 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $13,800 |
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $10,625 |
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 | $180,310 | $64,311+180.4% | $110,238+63.6% | $75,289+139.5% |
| Participation rate | 95.9% | 79.3%+16.6pp | 79.8%+16.1pp | 72.4%+23.5pp |
| Annual return | 6.79% | -1.74%+8.5pp | 314.74%-307.9pp | -0.04%+6.8pp |
| Employer contribution / active EE | $5,989 | $2,404+149.2% | $3,826+56.5% | $2,405+149.0% |
| Participant deferral / active EE | $8,638 | $3,892+122.0% | $4,672+84.9% | $3,739+131.1% |
| Admin fee / account holder | $96 | $88+9.6% | $8,547-98.9% | $102-6.1% |