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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,105 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,250 | $100,801-31.3% | $149,696-53.7% | $73,409-5.7% |
| Participation rate | 96.7% | 77.7%+19.0pp | 82.5%+14.3pp | 72.2%+24.6pp |
| Annual return | 23.68% | 265.34%-241.7pp | 276.60%-252.9pp | 59.29%-35.6pp |
| Employer contribution / active EE | $6,003 | $3,312+81.3% | $4,644+29.3% | $2,234+168.8% |
| Participant deferral / active EE | $11,263 | $6,404+75.9% | $6,842+64.6% | $3,805+196.0% |
| Admin fee / account holder | $13 | $181-93.0% | $9,309-99.9% | $158-91.9% |