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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $450 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,525 | $95,762+265.0% | $379,746-8.0% | $79,858+337.7% |
| Participation rate | 96.4% | 74.0%+22.4pp | 78.4%+18.0pp | 69.6%+26.8pp |
| Annual return | 12.89% | 18.26%-5.4pp | 34.90%-22.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $23,939 | $2,695+788.2% | $3,540+576.3% | $2,471+868.9% |
| Participant deferral / active EE | $14,169 | $4,705+201.2% | $6,024+135.2% | $3,740+278.9% |
| Admin fee / account holder | $3 | $6,745-100.0% | $7,927-100.0% | $5,306-99.9% |