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 INC4+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $60,162 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,272 | $64,286+227.1% | $106,387+97.6% | $55,725+277.3% |
| Participation rate | 96.3% | 75.2%+21.1pp | 77.5%+18.8pp | 70.9%+25.4pp |
| Annual return | -1.52% | 0.84%-2.4pp | 0.25%-1.8pp | 244.93%-246.4pp |
| Employer contribution / active EE | $4,860 | $2,367+105.3% | $3,520+38.1% | $2,078+133.8% |
| Participant deferral / active EE | $14,638 | $4,158+252.1% | $5,421+170.0% | $3,356+336.3% |
| Admin fee / account holder | $39 | $102-61.5% | $7,510-99.5% | $115-65.8% |