Filed December 8, 1994
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 8-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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,389 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,639 | $88,730-44.1% | $82,313-39.7% | $77,958-36.3% |
| Participation rate | 94.4% | 84.5%+9.9pp | 76.9%+17.5pp | 71.6%+22.8pp |
| Annual return | 17.37% | 20.88%-3.5pp | 25.88%-8.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $2,235 | $2,758-19.0% | $2,428-8.0% | $2,310-3.3% |
| Participant deferral / active EE | $4,496 | $4,634-3.0% | $3,706+21.3% | $3,537+27.1% |
| Admin fee / account holder | $9 | $74-87.5% | $5,608-99.8% | $97-90.5% |