Filed November 9, 2005 (most recent of 9 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 7-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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $147 |
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 | $208,500 | $122,709+69.9% | $88,497+135.6% | $57,658+261.6% |
| Participation rate | 97.1% | 89.9%+7.3pp | 82.4%+14.7pp | 70.2%+26.9pp |
| Annual return | 6.62% | 10.63%-4.0pp | 7.63%-1.0pp | 5.13%+1.5pp |
| Employer contribution / active EE | $3,888 | $4,531-14.2% | $4,036-3.7% | $1,974+97.0% |
| Participant deferral / active EE | $6,683 | $6,704-0.3% | $4,899+36.4% | $3,061+118.4% |
| Admin fee / account holder | $14 | $93-84.8% | $6,220-99.8% | $95-85.1% |