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 INC3 years Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $18,703 |
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 | $60,898 | $104,475-41.7% | $159,436-61.8% | $79,386-23.3% |
| Participation rate | 92.0% | 76.6%+15.4pp | 82.8%+9.2pp | 70.7%+21.3pp |
| Annual return | 10.17% | 67.95%-57.8pp | 263.57%-253.4pp | 116.85%-106.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $13,960 | $6,467+115.8% | $7,352+89.9% | $4,046+245.1% |
| Admin fee / account holder | $55 | $711-92.3% | $10,799-99.5% | $626-91.2% |