Filed February 7, 2008
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 INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $342,493 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,384 | $93,462-45.0% | $164,813-68.8% | $99,062-48.1% |
| Participation rate | 92.3% | 79.9%+12.4pp | 78.6%+13.7pp | 71.6%+20.7pp |
| Annual return | 15.13% | 15.71%-0.6pp | 69.93%-54.8pp | 17.66%-2.5pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $4,341-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $5,133 | $5,366-4.3% | $6,031-14.9% | $5,331-3.7% |
| Admin fee / account holder | $50 | $81-38.5% | $12,690-99.6% | $109-54.1% |