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 INC1 year Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,924 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,285 | $89,652-55.1% | $141,162-71.5% | $65,185-38.2% |
| Participation rate | 96.2% | 74.7%+21.5pp | 82.5%+13.7pp | 70.2%+26.0pp |
| Annual return | 17.91% | 32.79%-14.9pp | 71.39%-53.5pp | 29.38%-11.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $11,075 | $5,691+94.6% | $6,709+65.1% | $3,514+215.2% |
| Admin fee / account holder | $27 | $569-95.2% | $10,261-99.7% | $847-96.8% |