Filed April 9, 2002
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 | $2,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,199 | $42,582+137.7% | $171,082-40.8% | $57,658+75.5% |
| Participation rate | 98.1% | 63.9%+34.2pp | 76.7%+21.4pp | 70.2%+27.9pp |
| Annual return | 9.78% | 308.67%-298.9pp | 32.56%-22.8pp | 5.13%+4.6pp |
| Employer contribution / active EE | $3,483 | $1,306+166.7% | $4,002-13.0% | $1,974+76.4% |
| Participant deferral / active EE | $8,332 | $2,933+184.1% | $4,797+73.7% | $3,061+172.2% |
| Admin fee / account holder | $6 | $82-93.0% | $8,520-99.9% | $95-93.9% |