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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $92,645 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,014 | $78,419-47.7% | $133,956-69.4% | $73,409-44.1% |
| Participation rate | 89.5% | 78.6%+10.9pp | 79.8%+9.6pp | 72.2%+17.3pp |
| Annual return | 15.93% | 33.35%-17.4pp | 45.09%-29.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,134 | $2,044-44.5% | $3,919-71.1% | $2,234-49.2% |
| Participant deferral / active EE | $3,250 | $3,925-17.2% | $5,048-35.6% | $3,805-14.6% |
| Admin fee / account holder | $123 | $161-23.9% | $8,927-98.6% | $158-22.2% |