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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,200 |
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 | $233,093 | $89,739+159.7% | $149,718+55.7% | $62,292+274.2% |
| Participation rate | 97.9% | 85.1%+12.8pp | 87.1%+10.9pp | 69.5%+28.4pp |
| Annual return | 20.06% | 21.01%-1.0pp | 1501.63%-1481.6pp | 28.90%-8.8pp |
| Employer contribution / active EE | $6,006 | $3,233+85.8% | $5,445+10.3% | $2,042+194.1% |
| Participant deferral / active EE | $6,371 | $4,797+32.8% | $6,569-3.0% | $3,169+101.0% |
| Admin fee / account holder | $4 | $551-99.2% | $11,283-100.0% | $479-99.1% |