Filed January 23, 2006
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 | $151,339 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,080 | $94,339+17.7% | $75,670+46.8% | $177,276-37.3% |
| Participation rate | 85.0% | 80.3%+4.7pp | 72.3%+12.6pp | 74.8%+10.1pp |
| Annual return | 17.54% | 18.58%-1.0pp | 27.34%-9.8pp | 21.25%-3.7pp |
| Employer contribution / active EE | $2,185 | $2,982-26.7% | $2,352-7.1% | $2,479-11.9% |
| Participant deferral / active EE | $3,630 | $3,974-8.7% | $3,142+15.5% | $3,881-6.5% |
| Admin fee / account holder | $15 | $53-72.5% | $5,800-99.7% | $154-90.6% |