Filed April 11, 2013 (most recent of 3 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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $28,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,760 | $82,917-7.4% | $103,333-25.7% | $77,643-1.1% |
| Participation rate | 50.9% | 71.6%-20.7pp | 74.5%-23.6pp | 70.6%-19.7pp |
| Annual return | 11.60% | 19.13%-7.5pp | 24.88%-13.3pp | 31.24%-19.6pp |
| Employer contribution / active EE | $794 | $3,552-77.6% | $3,868-79.5% | $2,726-70.9% |
| Participant deferral / active EE | $2,371 | $4,108-42.3% | $5,057-53.1% | $4,647-49.0% |
| Admin fee / account holder | $44 | $638-93.1% | $8,355-99.5% | $430-89.7% |