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 INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $26,646 |
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 | $123,090 | $160,882-23.5% | $200,582-38.6% | $102,872+19.7% |
| Participation rate | 85.2% | 91.2%-6.0pp | 86.9%-1.7pp | 73.0%+12.1pp |
| Annual return | 16.17% | 18.15%-2.0pp | 42.33%-26.2pp | 19.06%-2.9pp |
| Employer contribution / active EE | $3,726 | $5,602-33.5% | $6,419-42.0% | $3,526+5.7% |
| Participant deferral / active EE | $5,408 | $9,300-41.9% | $9,331-42.0% | $5,535-2.3% |
| Admin fee / account holder | $17 | $125-86.4% | $16,305-99.9% | $292-94.2% |