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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $41,073 |
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 | $200,997 | $138,427+45.2% | $97,995+105.1% | $69,631+188.7% |
| Participation rate | 91.5% | 90.0%+1.5pp | 82.4%+9.1pp | 70.7%+20.8pp |
| Annual return | 20.16% | 26.21%-6.1pp | 23.94%-3.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $3,317 | $4,858-31.7% | $4,158-20.2% | $2,032+63.2% |
| Participant deferral / active EE | $8,933 | $7,165+24.7% | $5,097+75.3% | $3,224+177.1% |
| Admin fee / account holder | $56 | $101-44.2% | $5,943-99.1% | $110-49.1% |