Filed October 18, 2004 (most recent of 2 filings on file)
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 9-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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,490 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,444 | $45,382+28.8% | $154,107-62.1% | $75,289-22.4% |
| Participation rate | 95.0% | 65.9%+29.1pp | 83.0%+12.0pp | 72.4%+22.6pp |
| Annual return | -4.58% | -0.47%-4.1pp | 735.12%-739.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,365 | $1,533-11.0% | $5,298-74.2% | $2,405-43.2% |
| Participant deferral / active EE | $3,941 | $2,384+65.3% | $5,081-22.4% | $3,739+5.4% |
| Admin fee / account holder | $3 | $89-97.1% | $13,411-100.0% | $102-97.5% |