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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $29,809 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,800 | $118,337+93.3% | $189,513+20.7% | $93,030+145.9% |
| Participation rate | 97.4% | 89.1%+8.3pp | 87.8%+9.6pp | 73.9%+23.5pp |
| Annual return | 17.03% | 21.77%-4.7pp | 555.15%-538.1pp | 158.70%-141.7pp |
| Employer contribution / active EE | $5,910 | $4,204+40.6% | $6,162-4.1% | $2,706+118.4% |
| Participant deferral / active EE | $9,638 | $7,123+35.3% | $8,221+17.2% | $4,562+111.3% |
| Admin fee / account holder | $21 | $100-79.3% | $12,045-99.8% | $152-86.4% |