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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $57,089 |
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 | $127,354 | $79,519+60.2% | $95,952+32.7% | $73,409+73.5% |
| Participation rate | 62.2% | 81.2%-18.9pp | 77.1%-14.8pp | 72.2%-9.9pp |
| Annual return | 11.02% | 19.20%-8.2pp | 91.61%-80.6pp | 59.29%-48.3pp |
| Employer contribution / active EE | $664 | $2,048-67.6% | $2,541-73.9% | $2,234-70.3% |
| Participant deferral / active EE | $3,524 | $4,138-14.8% | $4,167-15.4% | $3,805-7.4% |
| Admin fee / account holder | $121 | $184-34.2% | $6,795-98.2% | $158-23.2% |