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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $200,116 | $70,667+183.2% | $123,104+62.6% | $52,331+282.4% |
| Participation rate | 95.6% | 83.7%+11.9pp | 86.8%+8.8pp | 68.1%+27.5pp |
| Annual return | -15.32% | 6.23%-21.6pp | 13.22%-28.5pp | 4.54%-19.9pp |
| Employer contribution / active EE | $6,005 | $2,946+103.8% | $5,151+16.6% | $1,882+219.1% |
| Participant deferral / active EE | $6,364 | $4,493+41.7% | $6,230+2.2% | $3,022+110.6% |
| Admin fee / account holder | $2 | $506-99.6% | $9,015-100.0% | $592-99.7% |