Filed March 25, 2012 (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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $84,571 |
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 | $33,740 | $69,159-51.2% | $125,175-73.0% | $67,579-50.1% |
| Participation rate | 92.2% | 78.2%+14.0pp | 79.8%+12.4pp | 71.3%+20.9pp |
| Annual return | 20.58% | 27.12%-6.5pp | 43.79%-23.2pp | 378.56%-358.0pp |
| Employer contribution / active EE | $1,009 | $2,023-50.1% | $3,865-73.9% | $2,148-53.0% |
| Participant deferral / active EE | $2,621 | $3,700-29.2% | $4,937-46.9% | $3,539-26.0% |
| Admin fee / account holder | $107 | $142-24.2% | $9,702-98.9% | $142-24.5% |