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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,310 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $321,971 | $136,307+136.2% | $177,821+81.1% | $73,488+338.1% |
| Participation rate | 88.0% | 86.1%+1.9pp | 87.7%+0.3pp | 70.7%+17.3pp |
| Annual return | 18.26% | 18.68%-0.4pp | 48.32%-30.1pp | 28.51%-10.3pp |
| Employer contribution / active EE | $6,728 | $3,712+81.2% | $5,918+13.7% | $2,270+196.4% |
| Participant deferral / active EE | $7,512 | $5,829+28.9% | $7,714-2.6% | $3,740+100.9% |
| Admin fee / account holder | $12 | $596-98.0% | $12,427-99.9% | $513-97.7% |