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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,180 |
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 | $36,391 | $23,119+57.4% | $71,086-48.8% | $75,289-51.7% |
| Participation rate | 38.3% | 36.3%+1.9pp | 54.7%-16.4pp | 72.4%-34.1pp |
| Annual return | -6.66% | -3.32%-3.3pp | 650.59%-657.2pp | -0.04%-6.6pp |
| Employer contribution / active EE | $941 | $399+135.9% | $1,088-13.5% | $2,405-60.9% |
| Participant deferral / active EE | $1,127 | $960+17.4% | $1,874-39.9% | $3,739-69.9% |
| Admin fee / account holder | $12 | $89-86.9% | $3,082-99.6% | $102-88.6% |