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 INC4 years Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,743 |
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 | $37,830 | $82,202-54.0% | $125,339-69.8% | $64,808-41.6% |
| Participation rate | 95.4% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -29.41% | 3.48%-32.9pp | 572.05%-601.5pp | 32.82%-62.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $12,190 | $7,175+69.9% | $7,446+63.7% | $4,310+182.8% |
| Admin fee / account holder | $40 | $163-75.6% | $10,010-99.6% | $188-78.8% |