Filed March 9, 2007 (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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,514 |
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 | $153,864 | $112,315+37.0% | $81,367+89.1% | $55,191+178.8% |
| Participation rate | 92.8% | 88.0%+4.8pp | 82.3%+10.5pp | 69.2%+23.7pp |
| Annual return | 0.92% | 0.62%+0.3pp | -0.92%+1.8pp | 10.78%-9.9pp |
| Employer contribution / active EE | $2,923 | $4,239-31.0% | $3,930-25.6% | $1,899+54.0% |
| Participant deferral / active EE | $7,698 | $6,435+19.6% | $5,383+43.0% | $3,046+152.7% |
| Admin fee / account holder | $10 | $83-87.9% | $8,926-99.9% | $91-88.9% |