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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $62,752 |
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 | $101,020 | $65,118+55.1% | $76,768+31.6% | $55,725+81.3% |
| Participation rate | 60.1% | 79.6%-19.6pp | 77.0%-16.9pp | 70.9%-10.8pp |
| Annual return | -3.85% | -1.27%-2.6pp | 2.43%-6.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,327 | $1,941-31.6% | $2,485-46.6% | $2,078-36.2% |
| Participant deferral / active EE | $2,966 | $3,688-19.6% | $3,852-23.0% | $3,356-11.6% |
| Admin fee / account holder | $119 | $116+3.0% | $6,675-98.2% | $115+3.6% |