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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,271 |
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 | $196,998 | $120,075+64.1% | $90,782+117.0% | $55,725+253.5% |
| Participation rate | 88.2% | 88.0%+0.2pp | 82.7%+5.6pp | 70.9%+17.4pp |
| Annual return | -3.18% | -3.47%+0.3pp | -3.42%+0.2pp | 244.93%-248.1pp |
| Employer contribution / active EE | $4,304 | $4,693-8.3% | $4,105+4.8% | $2,078+107.1% |
| Participant deferral / active EE | $11,161 | $6,826+63.5% | $5,366+108.0% | $3,356+232.6% |
| Admin fee / account holder | $60 | $111-46.1% | $5,908-99.0% | $115-47.8% |