Filed June 20, 1990
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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $102,009 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,617 | $88,890+8.7% | $102,423-5.7% | $77,643+24.4% |
| Participation rate | 78.8% | 80.9%-2.1pp | 76.5%+2.3pp | 70.6%+8.2pp |
| Annual return | 13.51% | 24.98%-11.5pp | 29.32%-15.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $4,772 | $2,698+76.9% | $3,023+57.8% | $2,726+75.1% |
| Participant deferral / active EE | $7,720 | $5,145+50.0% | $5,053+52.8% | $4,647+66.1% |
| Admin fee / account holder | $104 | $235-56.0% | $9,451-98.9% | $430-75.9% |