Filed November 12, 2004
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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $550 |
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 | $141,845 | $60,349+135.0% | $74,183+91.2% | $62,891+125.5% |
| Participation rate | 85.2% | 72.7%+12.5pp | 76.6%+8.6pp | 69.3%+15.9pp |
| Annual return | 7.46% | 21.37%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,420 | $1,680+44.0% | $2,370+2.1% | $2,281+6.1% |
| Participant deferral / active EE | $4,469 | $2,856+56.5% | $3,550+25.9% | $3,203+39.5% |
| Admin fee / account holder | $5 | $4,261-99.9% | $5,586-99.9% | $4,296-99.9% |