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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,840 |
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 | $303,417 | $130,194+133.0% | $169,993+78.5% | $71,457+324.6% |
| Participation rate | 88.6% | 86.1%+2.4pp | 87.0%+1.6pp | 67.9%+20.6pp |
| Annual return | 20.59% | 20.37%+0.2pp | 53.37%-32.8pp | 28.85%-8.3pp |
| Employer contribution / active EE | $6,781 | $4,381+54.8% | $6,785-0.1% | $2,588+162.1% |
| Participant deferral / active EE | $7,703 | $6,923+11.3% | $10,408-26.0% | $4,289+79.6% |
| Admin fee / account holder | $14 | $966-98.6% | $12,815-99.9% | $1,587-99.1% |