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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $46,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,868 | $66,051-23.0% | $92,893-45.2% | $77,787-34.6% |
| Participation rate | 55.1% | 81.0%-25.8pp | 76.0%-20.9pp | 73.2%-18.1pp |
| Annual return | 23.52% | 20.69%+2.8pp | 109.41%-85.9pp | 32.57%-9.1pp |
| Employer contribution / active EE | $1,290 | $3,426-62.3% | $3,653-64.7% | $2,504-48.5% |
| Participant deferral / active EE | $2,012 | $3,013-33.2% | $4,236-52.5% | $3,967-49.3% |
| Admin fee / account holder | $63 | $148-57.4% | $5,794-98.9% | $100-37.1% |