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 Service code 49 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Other Services | $30 |
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 | $91,968 | $60,349+52.4% | $74,183+24.0% | $62,891+46.2% |
| Participation rate | 77.5% | 72.7%+4.8pp | 76.6%+0.9pp | 69.3%+8.2pp |
| Annual return | 5.27% | 21.37%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,529 | $1,680-9.0% | $2,370-35.5% | $2,281-33.0% |
| Participant deferral / active EE | $4,389 | $2,856+53.7% | $3,550+23.7% | $3,203+37.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |