Filed April 9, 2009
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 Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $1,950 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,008 | $64,919+141.9% | $392,568-60.0% | $65,185+140.9% |
| Participation rate | 74.3% | 72.0%+2.3pp | 78.1%-3.8pp | 70.2%+4.1pp |
| Annual return | 22.63% | 26.09%-3.5pp | 24.42%-1.8pp | 29.38%-6.8pp |
| Employer contribution / active EE | $5,290 | $2,374+122.8% | $3,783+39.8% | $2,177+143.0% |
| Participant deferral / active EE | $11,807 | $3,668+221.9% | $5,985+97.3% | $3,514+236.0% |
| Admin fee / account holder | $4 | $634-99.3% | $6,260-99.9% | $847-99.5% |