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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,770 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,532 | $110,699+92.9% | $177,821+20.1% | $90,288+136.5% |
| Participation rate | 96.4% | 88.3%+8.0pp | 87.7%+8.7pp | 73.4%+23.0pp |
| Annual return | 7.54% | 22.79%-15.2pp | 48.32%-40.8pp | 53.97%-46.4pp |
| Employer contribution / active EE | $5,315 | $4,118+29.1% | $5,918-10.2% | $2,524+110.6% |
| Participant deferral / active EE | $9,448 | $6,731+40.4% | $7,714+22.5% | $4,232+123.2% |
| Admin fee / account holder | $19 | $90-79.2% | $12,427-99.8% | $114-83.6% |