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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $53,499 |
BERRY DUNN8+ years Filed as: BERRYDUNN Service code 10 PO BOX 1100 · PORTLAND, ME 04104 | Accounting | $16,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,190 | $100,227+31.9% | $169,993-22.2% | $74,419+77.6% |
| Participation rate | 96.5% | 87.3%+9.2pp | 87.0%+9.5pp | 70.7%+25.8pp |
| Annual return | 18.43% | 66.08%-47.7pp | 53.37%-34.9pp | 34.38%-16.0pp |
| Employer contribution / active EE | $6,920 | $4,263+62.3% | $6,785+2.0% | $2,637+162.4% |
| Participant deferral / active EE | $8,116 | $7,143+13.6% | $10,408-22.0% | $4,528+79.2% |
| Admin fee / account holder | $142 | $234-39.4% | $12,815-98.9% | $348-59.2% |