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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,998 | $45,759+50.8% | $94,993-27.4% | - |
| Participation rate | 32.5% | 55.8%-23.3pp | 73.9%-41.4pp | - |
| Annual return | 20.08% | 11.25%+8.8pp | 27.12%-7.0pp | - |
| Employer contribution / active EE | $0 | $520-100.0% | $2,603-100.0% | - |
| Participant deferral / active EE | $1,374 | $2,247-38.9% | $3,317-58.6% | - |
| Admin fee / account holder | $41 | $1,138-96.4% | $4,960-99.2% | - |