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 INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $20,180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,174 | $122,693-11.8% | $184,203-41.3% | $199,593-45.8% |
| Participation rate | 96.4% | 86.8%+9.6pp | 86.8%+9.6pp | 72.0%+24.4pp |
| Annual return | 15.11% | 143.91%-128.8pp | 28.81%-13.7pp | 34.25%-19.1pp |
| Employer contribution / active EE | $4,117 | $4,584-10.2% | $6,427-35.9% | $3,034+35.7% |
| Participant deferral / active EE | $5,344 | $7,990-33.1% | $9,131-41.5% | $5,087+5.1% |
| Admin fee / account holder | $13 | $121-89.5% | $13,901-99.9% | $269-95.3% |