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 INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $81,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,820 | $56,467+156.5% | $95,585+51.5% | $102,872+40.8% |
| Participation rate | 95.5% | 62.1%+33.4pp | 72.1%+23.4pp | 73.0%+22.5pp |
| Annual return | 16.21% | 17.94%-1.7pp | 38.56%-22.3pp | 19.06%-2.8pp |
| Employer contribution / active EE | $3,082 | $1,216+153.4% | $2,527+22.0% | $3,526-12.6% |
| Participant deferral / active EE | $9,663 | $3,007+221.4% | $4,023+140.2% | $5,535+74.6% |
| Admin fee / account holder | $59 | $112-47.2% | $6,127-99.0% | $292-79.7% |