Filed January 23, 2006 (most recent of 2 filings on file)
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 | $22,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,750 | $80,354+113.7% | $133,980+28.2% | $63,975+168.5% |
| Participation rate | 97.9% | 87.5%+10.4pp | 87.1%+10.8pp | 71.1%+26.8pp |
| Annual return | 9.31% | 13.11%-3.8pp | 29.30%-20.0pp | 48.65%-39.3pp |
| Employer contribution / active EE | $3,252 | $3,503-7.2% | $5,211-37.6% | $2,182+49.0% |
| Participant deferral / active EE | $7,265 | $5,239+38.7% | $6,282+15.6% | $3,356+116.4% |
| Admin fee / account holder | $20 | $69-71.7% | $9,324-99.8% | $70-72.2% |