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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $49,241 |
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 | $163,338 | $122,709+33.1% | $88,497+84.6% | $57,658+183.3% |
| Participation rate | 94.0% | 89.9%+4.1pp | 82.4%+11.6pp | 70.2%+23.8pp |
| Annual return | 8.48% | 10.63%-2.1pp | 7.63%+0.9pp | 5.13%+3.4pp |
| Employer contribution / active EE | $3,037 | $4,531-33.0% | $4,036-24.8% | $1,974+53.9% |
| Participant deferral / active EE | $8,209 | $6,704+22.5% | $4,899+67.6% | $3,061+168.2% |
| Admin fee / account holder | $64 | $93-30.9% | $6,220-99.0% | $95-32.3% |