Filed March 13, 2019 (most recent of 5 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 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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,885 |
BERRY DUNN4+ years Filed as: BERRYDUNN Service code 10 PO BOX 1100 · PORTLAND, ME 04104 | Accounting | $11,643 |
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 | $100,288 | $88,515+13.3% | $162,163-38.2% | $67,579+48.4% |
| Participation rate | 95.7% | 86.8%+8.9pp | 87.6%+8.1pp | 71.3%+24.4pp |
| Annual return | 21.21% | 27.04%-5.8pp | 115.59%-94.4pp | 378.56%-357.3pp |
| Employer contribution / active EE | $7,196 | $3,563+102.0% | $5,614+28.2% | $2,148+235.1% |
| Participant deferral / active EE | $5,902 | $5,724+3.1% | $7,298-19.1% | $3,539+66.7% |
| Admin fee / account holder | $65 | $124-47.5% | $10,843-99.4% | $142-54.4% |