Filed February 26, 2014
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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,524 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $142,729 | $44,873+218.1% | $79,464+79.6% | $56,287+153.6% |
| Participation rate | 96.0% | 68.7%+27.3pp | 73.3%+22.7pp | 69.9%+26.2pp |
| Annual return | -2.97% | 0.81%-3.8pp | 718.14%-721.1pp | -9.96%+7.0pp |
| Employer contribution / active EE | $8,809 | $2,140+311.6% | $2,800+214.5% | $2,111+317.3% |
| Participant deferral / active EE | $8,825 | $2,746+221.4% | $3,704+138.3% | $3,350+163.5% |
| Admin fee / account holder | $40 | $418-90.5% | $5,113-99.2% | $521-92.4% |