Filed October 6, 2005 (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 TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $70,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,717 | $65,820+200.4% | $108,745+81.8% | $57,658+242.9% |
| Participation rate | 95.5% | 72.7%+22.8pp | 77.7%+17.8pp | 70.2%+25.2pp |
| Annual return | 10.29% | 21.32%-11.0pp | 46.22%-35.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $4,413 | $2,285+93.1% | $3,323+32.8% | $1,974+123.6% |
| Participant deferral / active EE | $12,840 | $3,578+258.9% | $5,121+150.7% | $3,061+319.5% |
| Admin fee / account holder | $47 | $91-48.9% | $6,144-99.2% | $95-50.7% |