Filed February 25, 1998
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 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,617 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,997 | $51,197+85.6% | $82,719+14.8% | $66,914+42.0% |
| Participation rate | 82.1% | 67.8%+14.3pp | 72.6%+9.6pp | 69.8%+12.3pp |
| Annual return | -15.35% | -9.64%-5.7pp | 701.18%-716.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $3,560 | $2,611+36.3% | $3,009+18.3% | $2,544+39.9% |
| Participant deferral / active EE | $7,716 | $3,458+123.1% | $4,395+75.6% | $4,237+82.1% |
| Admin fee / account holder | $152 | $416-63.5% | $5,329-97.2% | $593-74.4% |