Filed April 10, 2003
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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $280 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $293,284 | $91,019+222.2% | $392,568-25.3% | $72,985+301.8% |
| Participation rate | 98.4% | 74.4%+24.0pp | 78.1%+20.3pp | 69.5%+28.9pp |
| Annual return | 18.07% | 20.00%-1.9pp | 24.42%-6.4pp | 81.00%-62.9pp |
| Employer contribution / active EE | $23,280 | $2,751+746.3% | $3,783+515.3% | $2,440+854.1% |
| Participant deferral / active EE | $13,185 | $4,570+188.5% | $5,985+120.3% | $3,607+265.5% |
| Admin fee / account holder | $2 | $4,895-100.0% | $6,260-100.0% | $5,124-100.0% |