Filed June 30, 2016 (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 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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $64,940 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,900 | $42,901+163.2% | $91,220+23.8% | $64,808+74.2% |
| Participation rate | 95.9% | 68.1%+27.7pp | 73.2%+22.7pp | 71.5%+24.4pp |
| Annual return | -17.70% | -13.53%-4.2pp | 114.01%-131.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $2,753 | $1,571+75.3% | $2,850-3.4% | $2,506+9.9% |
| Participant deferral / active EE | $8,862 | $3,501+153.1% | $4,234+109.3% | $4,310+105.6% |
| Admin fee / account holder | $53 | $131-59.8% | $5,420-99.0% | $188-72.0% |