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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,505 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $206,736 | $112,686+83.5% | $169,993+21.6% | $80,160+157.9% |
| Participation rate | 97.2% | 87.4%+9.8pp | 87.0%+10.2pp | 72.9%+24.3pp |
| Annual return | 13.26% | 67.04%-53.8pp | 53.37%-40.1pp | 40.38%-27.1pp |
| Employer contribution / active EE | $6,485 | $4,481+44.7% | $6,785-4.4% | $2,978+117.8% |
| Participant deferral / active EE | $10,106 | $7,876+28.3% | $10,408-2.9% | $5,017+101.4% |
| Admin fee / account holder | $22 | $99-78.2% | $12,815-99.8% | $145-85.1% |