Filed December 18, 1992
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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,758 | $34,492+58.8% | $80,004-31.6% | $55,191-0.8% |
| Participation rate | 37.1% | 62.9%-25.7pp | 73.0%-35.9pp | 69.2%-32.0pp |
| Annual return | 2.33% | 3.50%-1.2pp | 7.63%-5.3pp | 10.78%-8.5pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,473-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,017 | $2,104-51.7% | $3,204-68.3% | $3,046-66.6% |
| Admin fee / account holder | $53 | $69-23.8% | $5,033-98.9% | $91-41.8% |