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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,672 | $69,305+56.8% | $82,313+32.0% | $69,631+56.1% |
| Participation rate | 58.8% | 80.3%-21.4pp | 76.9%-18.1pp | 70.7%-11.9pp |
| Annual return | 14.49% | 21.47%-7.0pp | 25.88%-11.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,157 | $1,887-38.7% | $2,428-52.4% | $2,032-43.1% |
| Participant deferral / active EE | $2,514 | $3,568-29.5% | $3,706-32.2% | $3,224-22.0% |
| Admin fee / account holder | $12 | $97-87.5% | $5,608-99.8% | $110-89.0% |