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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $151,810 |
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 | $79,762 | $56,095+42.2% | $178,490-55.3% | $90,288-11.7% |
| Participation rate | 94.3% | 65.6%+28.7pp | 81.9%+12.4pp | 73.4%+20.9pp |
| Annual return | 19.34% | 28.81%-9.5pp | 151.07%-131.7pp | 53.97%-34.6pp |
| Employer contribution / active EE | $956 | $1,572-39.2% | $5,011-80.9% | $2,524-62.1% |
| Participant deferral / active EE | $4,079 | $2,669+52.9% | $5,202-21.6% | $4,232-3.6% |
| Admin fee / account holder | $59 | $101-41.0% | $13,984-99.6% | $114-47.9% |