Filed March 27, 1997
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+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,301 | $72,770+40.6% | $67,652+51.2% | $55,191+85.4% |
| Participation rate | 64.0% | 78.8%-14.7pp | 75.7%-11.6pp | 69.2%-5.1pp |
| Annual return | -1.19% | -3.26%+2.1pp | 6625.04%-6626.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $943 | $1,769-46.7% | $2,266-58.4% | $1,899-50.3% |
| Participant deferral / active EE | $2,282 | $3,408-33.1% | $3,560-35.9% | $3,046-25.1% |
| Admin fee / account holder | $8 | $79-90.4% | $4,821-99.8% | $91-91.6% |