Filed July 20, 2006
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 | $9,283 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $7,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,659 | $95,918-11.7% | $151,611-44.2% | $77,904+8.7% |
| Participation rate | 93.8% | 88.7%+5.0pp | 87.5%+6.3pp | 73.7%+20.1pp |
| Annual return | -11.87% | -5.50%-6.4pp | 3.33%-15.2pp | 12.21%-24.1pp |
| Employer contribution / active EE | $3,770 | $4,330-12.9% | $6,166-38.9% | $2,848+32.4% |
| Participant deferral / active EE | $4,904 | $7,508-34.7% | $8,363-41.4% | $4,806+2.0% |
| Admin fee / account holder | $12 | $93-87.3% | $11,616-99.9% | $133-91.0% |