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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,426 | $46,966+133.0% | $185,117-40.9% | $69,631+57.2% |
| Participation rate | 98.1% | 65.3%+32.8pp | 77.3%+20.8pp | 70.7%+27.4pp |
| Annual return | 19.58% | 22.36%-2.8pp | 40.50%-20.9pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $3,419 | $1,360+151.4% | $4,182-18.2% | $2,032+68.3% |
| Participant deferral / active EE | $8,356 | $3,017+177.0% | $5,045+65.6% | $3,224+159.2% |
| Admin fee / account holder | $6 | $94-94.0% | $8,159-99.9% | $110-94.9% |