Filed April 7, 2006
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 | $26,620 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $187,279 | $82,279+127.6% | $77,999+140.1% | $63,975+192.7% |
| Participation rate | 97.8% | 84.7%+13.2pp | 75.5%+22.3pp | 71.1%+26.7pp |
| Annual return | 9.11% | 11.20%-2.1pp | 425.96%-416.9pp | 48.65%-39.5pp |
| Employer contribution / active EE | $10,638 | $3,297+222.7% | $2,470+330.7% | $2,182+387.6% |
| Participant deferral / active EE | $11,477 | $4,538+152.9% | $3,497+228.2% | $3,356+242.0% |
| Admin fee / account holder | $9 | $81-88.5% | $5,480-99.8% | $70-86.7% |