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 | $174 |
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 | $190,925 | $122,709+55.6% | $88,497+115.7% | $57,658+231.1% |
| Participation rate | 93.2% | 89.9%+3.3pp | 82.4%+10.8pp | 70.2%+22.9pp |
| Annual return | 9.79% | 10.63%-0.8pp | 7.63%+2.2pp | 5.13%+4.7pp |
| Employer contribution / active EE | $2,984 | $4,531-34.1% | $4,036-26.1% | $1,974+51.2% |
| Participant deferral / active EE | $6,818 | $6,704+1.7% | $4,899+39.2% | $3,061+122.8% |
| Admin fee / account holder | $8 | $93-90.9% | $6,220-99.9% | $95-91.0% |