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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $64,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,002 | $52,090+136.1% | $95,745+28.5% | $80,160+53.4% |
| Participation rate | 94.7% | 67.0%+27.7pp | 72.3%+22.4pp | 72.9%+21.8pp |
| Annual return | 18.80% | 23.29%-4.5pp | 28.35%-9.6pp | 40.38%-21.6pp |
| Employer contribution / active EE | $2,670 | $1,548+72.5% | $2,835-5.8% | $2,978-10.3% |
| Participant deferral / active EE | $8,955 | $3,266+174.2% | $4,245+111.0% | $5,017+78.5% |
| Admin fee / account holder | $50 | $96-47.5% | $5,678-99.1% | $145-65.2% |