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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $850 |
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 | $207,912 | $74,089+180.6% | $133,980+55.2% | $55,167+276.9% |
| Participation rate | 95.8% | 84.3%+11.6pp | 87.1%+8.8pp | 69.0%+26.8pp |
| Annual return | 6.94% | 12.11%-5.2pp | 29.30%-22.4pp | 169.23%-162.3pp |
| Employer contribution / active EE | $7,151 | $3,064+133.4% | $5,211+37.2% | $1,963+264.4% |
| Participant deferral / active EE | $5,896 | $4,678+26.0% | $6,282-6.1% | $3,054+93.1% |
| Admin fee / account holder | $3 | $458-99.3% | $9,324-100.0% | $504-99.3% |