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 | $55,468 |
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 | $169,818 | $122,709+38.4% | $88,497+91.9% | $57,658+194.5% |
| Participation rate | 95.3% | 89.9%+5.4pp | 82.4%+12.9pp | 70.2%+25.1pp |
| Annual return | 7.27% | 10.63%-3.4pp | 7.63%-0.4pp | 5.13%+2.1pp |
| Employer contribution / active EE | $4,490 | $4,531-0.9% | $4,036+11.2% | $1,974+127.5% |
| Participant deferral / active EE | $6,167 | $6,704-8.0% | $4,899+25.9% | $3,061+101.5% |
| Admin fee / account holder | $67 | $93-27.4% | $6,220-98.9% | $95-28.9% |