Filed March 7, 2013
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 | $24,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,662 | $22,291+37.6% | $69,182-55.7% | $63,975-52.1% |
| Participation rate | 48.2% | 35.3%+12.9pp | 55.1%-6.9pp | 71.1%-23.0pp |
| Annual return | 10.03% | 9.30%+0.7pp | -21.93%+32.0pp | 48.65%-38.6pp |
| Employer contribution / active EE | $898 | $325+176.0% | $1,206-25.5% | $2,182-58.8% |
| Participant deferral / active EE | $1,065 | $808+31.8% | $1,897-43.9% | $3,356-68.3% |
| Admin fee / account holder | $9 | $73-87.2% | $2,697-99.7% | $70-86.7% |