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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $360 |
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 | $158,871 | $67,606+135.0% | $82,313+93.0% | $70,131+126.5% |
| Participation rate | 95.4% | 72.8%+22.6pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 17.87% | 21.57%-3.7pp | 25.88%-8.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,479 | $1,755+41.3% | $2,428+2.1% | $2,342+5.8% |
| Participant deferral / active EE | $4,707 | $2,987+57.6% | $3,706+27.0% | $3,332+41.3% |
| Admin fee / account holder | $3 | $4,512-99.9% | $5,608-99.9% | $4,645-99.9% |