Filed June 8, 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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,905 | $88,122-43.4% | $141,162-64.6% | $67,579-26.2% |
| Participation rate | 94.3% | 76.5%+17.8pp | 82.5%+11.8pp | 71.3%+23.0pp |
| Annual return | 26.75% | 75.40%-48.6pp | 71.39%-44.6pp | 378.56%-351.8pp |
| Employer contribution / active EE | $5,164 | $3,224+60.2% | $4,735+9.1% | $2,148+140.4% |
| Participant deferral / active EE | $8,534 | $5,958+43.2% | $6,709+27.2% | $3,539+141.1% |
| Admin fee / account holder | $14 | $131-89.7% | $10,261-99.9% | $142-90.5% |