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 | $48,193 |
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 | $203,262 | $138,427+46.8% | $97,995+107.4% | $69,631+191.9% |
| Participation rate | 95.8% | 90.0%+5.9pp | 82.4%+13.5pp | 70.7%+25.2pp |
| Annual return | 16.46% | 26.21%-9.7pp | 23.94%-7.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $4,718 | $4,858-2.9% | $4,158+13.5% | $2,032+132.2% |
| Participant deferral / active EE | $7,104 | $7,165-0.9% | $5,097+39.4% | $3,224+120.4% |
| Admin fee / account holder | $63 | $101-37.4% | $5,943-98.9% | $110-42.9% |