Filed January 5, 2012
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 | $544 |
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 | $65,086 | $71,802-9.4% | $133,980-51.4% | $57,658+12.9% |
| Participation rate | 96.6% | 85.5%+11.1pp | 87.1%+9.5pp | 70.2%+26.4pp |
| Annual return | 9.00% | 13.51%-4.5pp | 29.30%-20.3pp | 5.13%+3.9pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,746 | $4,606+3.0% | $6,282-24.5% | $3,061+55.1% |
| Admin fee / account holder | $1 | $88-99.0% | $9,324-100.0% | $95-99.1% |