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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,300 |
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 | $113,321 | $80,211+41.3% | $74,183+52.8% | $63,975+77.1% |
| Participation rate | 98.1% | 84.2%+13.9pp | 76.6%+21.5pp | 71.1%+27.0pp |
| Annual return | 7.11% | 14.13%-7.0pp | 17.74%-10.6pp | 48.65%-41.5pp |
| Employer contribution / active EE | $4,391 | $2,553+72.0% | $2,370+85.3% | $2,182+101.3% |
| Participant deferral / active EE | $5,746 | $4,370+31.5% | $3,550+61.9% | $3,356+71.2% |
| Admin fee / account holder | $7 | $67-89.2% | $5,586-99.9% | $70-89.7% |