Filed October 18, 2004
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+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $27,237 |
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 | $103,165 | $71,957+43.4% | $67,652+52.5% | $59,188+74.3% |
| Participation rate | 98.4% | 82.7%+15.7pp | 75.7%+22.7pp | 69.4%+29.0pp |
| Annual return | 2.01% | 8.53%-6.5pp | 6625.04%-6623.0pp | 5.51%-3.5pp |
| Employer contribution / active EE | $4,311 | $2,432+77.3% | $2,266+90.3% | $2,098+105.5% |
| Participant deferral / active EE | $5,638 | $4,211+33.9% | $3,560+58.4% | $3,265+72.7% |
| Admin fee / account holder | $5 | $64-91.5% | $4,821-99.9% | $92-94.1% |