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 INC3+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $70,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,480 | $68,544+220.2% | $115,752+89.6% | $69,631+215.2% |
| Participation rate | 95.4% | 74.0%+21.4pp | 77.8%+17.6pp | 70.7%+24.7pp |
| Annual return | 16.00% | 20.97%-5.0pp | 19.41%-3.4pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $4,215 | $2,400+75.6% | $3,492+20.7% | $2,032+107.4% |
| Participant deferral / active EE | $12,499 | $3,887+221.5% | $5,204+140.2% | $3,224+287.7% |
| Admin fee / account holder | $46 | $90-48.8% | $6,278-99.3% | $110-58.1% |