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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,000 |
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 | $229,699 | $79,523+188.8% | $140,016+64.1% | $56,287+308.1% |
| Participation rate | 96.6% | 85.7%+10.9pp | 87.5%+9.1pp | 69.9%+26.7pp |
| Annual return | -3.71% | 2.39%-6.1pp | 651.12%-654.8pp | -9.96%+6.2pp |
| Employer contribution / active EE | $6,368 | $3,350+90.1% | $5,606+13.6% | $2,111+201.7% |
| Participant deferral / active EE | $6,919 | $5,129+34.9% | $6,927-0.1% | $3,350+106.5% |
| Admin fee / account holder | $4 | $614-99.4% | $10,705-100.0% | $521-99.3% |