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 INC8+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $1,844 |
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 | $134,696 | $69,848+92.8% | $115,756+16.4% | $66,914+101.3% |
| Participation rate | 82.5% | 70.6%+11.9pp | 77.1%+5.4pp | 69.8%+12.7pp |
| Annual return | -17.71% | 969.66%-987.4pp | 143.14%-160.9pp | 1.58%-19.3pp |
| Employer contribution / active EE | $4,589 | $2,613+75.6% | $3,793+21.0% | $2,544+80.4% |
| Participant deferral / active EE | $13,198 | $4,274+208.8% | $6,254+111.1% | $4,237+211.5% |
| Admin fee / account holder | $4 | $337-99.0% | $8,124-100.0% | $593-99.4% |