Filed April 8, 2014 (most recent of 4 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 year Filed as: T. ROWE PRICE RPS INC. Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $3,266 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $135,619 | $80,211+69.1% | $74,183+82.8% | $63,975+112.0% |
| Participation rate | 98.1% | 84.2%+13.9pp | 76.6%+21.4pp | 71.1%+26.9pp |
| Annual return | 7.77% | 14.13%-6.4pp | 17.74%-10.0pp | 48.65%-40.9pp |
| Employer contribution / active EE | $5,053 | $2,553+97.9% | $2,370+113.2% | $2,182+131.6% |
| Participant deferral / active EE | $6,190 | $4,370+41.6% | $3,550+74.4% | $3,356+84.4% |
| Admin fee / account holder | $1 | $67-98.7% | $5,586-100.0% | $70-98.7% |