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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,468 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,232 | $112,686-16.4% | $169,993-44.6% | $80,160+17.6% |
| Participation rate | 95.7% | 87.4%+8.3pp | 87.0%+8.7pp | 72.9%+22.7pp |
| Annual return | 35.84% | 67.04%-31.2pp | 53.37%-17.5pp | 40.38%-4.5pp |
| Employer contribution / active EE | $3,368 | $4,481-24.8% | $6,785-50.4% | $2,978+13.1% |
| Participant deferral / active EE | $4,076 | $7,876-48.2% | $10,408-60.8% | $5,017-18.8% |
| Admin fee / account holder | $8 | $99-91.6% | $12,815-99.9% | $145-94.3% |