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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,624 |
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 | $197,522 | $66,124+198.7% | $90,404+118.5% | $73,488+168.8% |
| Participation rate | 96.1% | 69.7%+26.4pp | 72.7%+23.4pp | 70.7%+25.4pp |
| Annual return | 13.86% | 17.65%-3.8pp | 1293.02%-1279.2pp | 28.51%-14.7pp |
| Employer contribution / active EE | $10,075 | $2,346+329.4% | $3,262+208.9% | $2,270+343.8% |
| Participant deferral / active EE | $10,350 | $3,039+240.6% | $3,963+161.1% | $3,740+176.8% |
| Admin fee / account holder | $110 | $396-72.3% | $5,611-98.0% | $513-78.6% |