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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $46,465 |
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 | $64,025 | $91,517-30.0% | $101,248-36.8% | $73,409-12.8% |
| Participation rate | 57.5% | 73.8%-16.3pp | 75.8%-18.3pp | 72.2%-14.6pp |
| Annual return | 19.22% | 17.17%+2.0pp | 46.47%-27.3pp | 59.29%-40.1pp |
| Employer contribution / active EE | $1,694 | $2,877-41.1% | $3,660-53.7% | $2,234-24.2% |
| Participant deferral / active EE | $2,541 | $3,338-23.9% | $4,370-41.9% | $3,805-33.2% |
| Admin fee / account holder | $66 | $216-69.6% | $5,945-98.9% | $158-58.5% |