Filed December 30, 2003 (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 Filed as: T. ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $46,059 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,206 | $89,436-53.9% | $164,813-75.0% | $77,643-46.9% |
| Participation rate | 82.9% | 78.6%+4.3pp | 78.6%+4.3pp | 70.6%+12.3pp |
| Annual return | 14.36% | 28.83%-14.5pp | 69.93%-55.6pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,861 | $2,569-27.5% | $4,341-57.1% | $2,726-31.7% |
| Participant deferral / active EE | $3,288 | $4,897-32.9% | $6,031-45.5% | $4,647-29.2% |
| Admin fee / account holder | $57 | $339-83.3% | $12,690-99.6% | $430-86.8% |