Filed September 10, 2014
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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $468,915 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,347 | $122,693-23.1% | $184,203-48.8% | $199,593-52.7% |
| Participation rate | 79.3% | 86.8%-7.5pp | 86.8%-7.5pp | 72.0%+7.3pp |
| Annual return | 14.13% | 143.91%-129.8pp | 28.81%-14.7pp | 34.25%-20.1pp |
| Employer contribution / active EE | $2,548 | $4,584-44.4% | $6,427-60.4% | $3,034-16.0% |
| Participant deferral / active EE | $6,052 | $7,990-24.3% | $9,131-33.7% | $5,087+19.0% |
| Admin fee / account holder | $94 | $121-22.0% | $13,901-99.3% | $269-65.0% |