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 | $37,614 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $211,358 | $174,559+21.1% | $105,387+100.6% | $67,579+212.8% |
| Participation rate | 86.6% | 88.2%-1.6pp | 82.6%+4.1pp | 71.3%+15.3pp |
| Annual return | 20.15% | 23.63%-3.5pp | 26.82%-6.7pp | 378.56%-358.4pp |
| Employer contribution / active EE | $4,422 | $4,874-9.3% | $4,213+5.0% | $2,148+105.9% |
| Participant deferral / active EE | $6,675 | $7,563-11.7% | $5,502+21.3% | $3,539+88.6% |
| Admin fee / account holder | $68 | $270-74.8% | $6,559-99.0% | $142-52.2% |