Filed March 17, 2009 (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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $25,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,996 | $110,299+109.4% | $102,423+125.5% | $199,593+15.7% |
| Participation rate | 98.3% | 86.3%+12.1pp | 76.5%+21.9pp | 72.0%+26.4pp |
| Annual return | 13.74% | 35.73%-22.0pp | 29.32%-15.6pp | 34.25%-20.5pp |
| Employer contribution / active EE | $11,283 | $3,603+213.1% | $3,023+273.2% | $3,034+271.8% |
| Participant deferral / active EE | $9,177 | $6,376+43.9% | $5,053+81.6% | $5,087+80.4% |
| Admin fee / account holder | $8 | $122-93.6% | $9,451-99.9% | $269-97.1% |