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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,277 |
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 | $220,458 | $120,075+83.6% | $90,782+142.8% | $55,725+295.6% |
| Participation rate | 92.7% | 88.0%+4.7pp | 82.7%+10.0pp | 70.9%+21.8pp |
| Annual return | -3.32% | -3.47%+0.1pp | -3.42%+0.1pp | 244.93%-248.3pp |
| Employer contribution / active EE | $4,272 | $4,693-9.0% | $4,105+4.1% | $2,078+105.6% |
| Participant deferral / active EE | $9,598 | $6,826+40.6% | $5,366+78.9% | $3,356+186.0% |
| Admin fee / account holder | $24 | $111-78.7% | $5,908-99.6% | $115-79.4% |