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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $27,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,811 | $51,197+266.8% | $82,719+127.0% | $66,914+180.7% |
| Participation rate | 95.3% | 67.8%+27.5pp | 72.6%+22.7pp | 69.8%+25.5pp |
| Annual return | -15.86% | -9.64%-6.2pp | 701.18%-717.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $10,797 | $2,611+313.6% | $3,009+258.8% | $2,544+324.4% |
| Participant deferral / active EE | $11,545 | $3,458+233.9% | $4,395+162.7% | $4,237+172.5% |
| Admin fee / account holder | $121 | $416-70.8% | $5,329-97.7% | $593-79.5% |