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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $130 |
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 | $400,466 | $101,883+293.1% | $453,369-11.7% | $85,850+366.5% |
| Participation rate | 97.5% | 72.3%+25.2pp | 78.0%+19.5pp | 69.3%+28.2pp |
| Annual return | 12.54% | 25.38%-12.8pp | 64.40%-51.9pp | 318.53%-306.0pp |
| Employer contribution / active EE | $30,041 | $2,847+955.1% | $4,070+638.1% | $2,565+1071.1% |
| Participant deferral / active EE | $18,131 | $4,782+279.2% | $6,209+192.0% | $3,952+358.8% |
| Admin fee / account holder | $1 | $5,706-100.0% | $11,209-100.0% | $6,260-100.0% |