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 | $12,766 |
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 | $155,769 | $112,315+38.7% | $81,367+91.4% | $55,191+182.2% |
| Participation rate | 96.3% | 88.0%+8.3pp | 82.3%+14.0pp | 69.2%+27.1pp |
| Annual return | 0.69% | 0.62%+0.1pp | -0.92%+1.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $4,283 | $4,239+1.0% | $3,930+9.0% | $1,899+125.6% |
| Participant deferral / active EE | $5,805 | $6,435-9.8% | $5,383+7.8% | $3,046+90.6% |
| Admin fee / account holder | $15 | $83-81.5% | $8,926-99.8% | $91-83.0% |