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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,225 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,570 | $102,553+153.1% | $151,611+71.2% | $66,914+287.9% |
| Participation rate | 96.8% | 85.5%+11.3pp | 87.5%+9.3pp | 69.8%+27.0pp |
| Annual return | -19.46% | -10.82%-8.6pp | 3.33%-22.8pp | 1.58%-21.0pp |
| Employer contribution / active EE | $7,201 | $4,180+72.3% | $6,166+16.8% | $2,544+183.1% |
| Participant deferral / active EE | $7,932 | $6,641+19.4% | $8,363-5.2% | $4,237+87.2% |
| Admin fee / account holder | $11 | $630-98.2% | $11,616-99.9% | $593-98.1% |