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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,196 |
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 | $194,220 | $95,918+102.5% | $151,611+28.1% | $77,904+149.3% |
| Participation rate | 97.3% | 88.7%+8.6pp | 87.5%+9.8pp | 73.7%+23.6pp |
| Annual return | -7.92% | -5.50%-2.4pp | 3.33%-11.3pp | 12.21%-20.1pp |
| Employer contribution / active EE | $6,088 | $4,330+40.6% | $6,166-1.3% | $2,848+113.8% |
| Participant deferral / active EE | $9,765 | $7,508+30.1% | $8,363+16.8% | $4,806+103.2% |
| Admin fee / account holder | $21 | $93-77.3% | $11,616-99.8% | $133-84.0% |