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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,272 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,348 | $174,559+46.9% | $105,387+143.2% | $67,579+279.3% |
| Participation rate | 89.8% | 88.2%+1.7pp | 82.6%+7.3pp | 71.3%+18.6pp |
| Annual return | 23.60% | 23.63%0pp | 26.82%-3.2pp | 378.56%-355.0pp |
| Employer contribution / active EE | $2,625 | $4,874-46.1% | $4,213-37.7% | $2,148+22.2% |
| Participant deferral / active EE | $9,242 | $7,563+22.2% | $5,502+68.0% | $3,539+161.1% |
| Admin fee / account holder | $53 | $270-80.2% | $6,559-99.2% | $142-62.4% |