Filed January 2, 2019 (most recent of 6 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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $3,625 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,594 | $122,239+151.6% | $184,203+67.0% | $74,495+312.9% |
| Participation rate | 97.4% | 85.5%+11.9pp | 86.8%+10.5pp | 67.2%+30.2pp |
| Annual return | 16.53% | 19.95%-3.4pp | 28.81%-12.3pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $7,822 | $4,537+72.4% | $6,427+21.7% | $2,623+198.2% |
| Participant deferral / active EE | $8,644 | $7,139+21.1% | $9,131-5.3% | $4,346+98.9% |
| Admin fee / account holder | $12 | $1,260-99.1% | $13,901-99.9% | $1,942-99.4% |