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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,579 |
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 | $69,330 | $92,971-25.4% | $96,683-28.3% | $74,419-6.8% |
| Participation rate | 52.1% | 71.5%-19.5pp | 74.3%-22.3pp | 70.7%-18.6pp |
| Annual return | 18.45% | 37.49%-19.0pp | 35.69%-17.2pp | 34.38%-15.9pp |
| Employer contribution / active EE | $746 | $3,426-78.2% | $3,737-80.0% | $2,637-71.7% |
| Participant deferral / active EE | $2,336 | $3,970-41.2% | $4,878-52.1% | $4,528-48.4% |
| Admin fee / account holder | $48 | $633-92.5% | $6,730-99.3% | $348-86.3% |