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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,940 |
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 | $70,260 | $47,456+48.1% | $172,739-59.3% | $77,787-9.7% |
| Participation rate | 95.5% | 66.3%+29.2pp | 82.6%+12.9pp | 73.2%+22.3pp |
| Annual return | 24.04% | 35.57%-11.5pp | 802.84%-778.8pp | 32.57%-8.5pp |
| Employer contribution / active EE | $1,389 | $1,574-11.8% | $5,143-73.0% | $2,504-44.5% |
| Participant deferral / active EE | $4,080 | $2,560+59.4% | $5,198-21.5% | $3,967+2.8% |
| Admin fee / account holder | $20 | $81-75.2% | $13,954-99.9% | $100-79.9% |