Filed October 19, 2004
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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $259,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,135 | $139,767-21.2% | $153,485-28.2% | $199,593-44.8% |
| Participation rate | 87.1% | 85.1%+2.0pp | 77.1%+10.0pp | 72.0%+15.1pp |
| Annual return | 14.67% | 20.59%-5.9pp | 15.65%-1.0pp | 34.25%-19.6pp |
| Employer contribution / active EE | $3,718 | $6,517-42.9% | $5,039-26.2% | $3,034+22.5% |
| Participant deferral / active EE | $7,380 | $8,055-8.4% | $6,757+9.2% | $5,087+45.1% |
| Admin fee / account holder | $38 | $98-61.0% | $12,724-99.7% | $269-85.8% |