Filed January 6, 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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $16,900 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $10 |
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 | $61,438 | $106,028-42.1% | $146,958-58.2% | $77,643-20.9% |
| Participation rate | 85.4% | 78.4%+7.0pp | 82.2%+3.2pp | 70.6%+14.8pp |
| Annual return | 12.02% | 56.73%-44.7pp | 418.34%-406.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $13,081 | $7,990+63.7% | $8,070+62.1% | $4,647+181.5% |
| Admin fee / account holder | $37 | $337-89.0% | $12,998-99.7% | $430-91.4% |