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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $82,609 |
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 | $115,693 | $87,358+32.4% | $68,793+68.2% | $68,904+67.9% |
| Participation rate | 84.4% | 80.2%+4.2pp | 72.2%+12.2pp | 74.1%+10.3pp |
| Annual return | -3.29% | -3.98%+0.7pp | -4.63%+1.3pp | 1.07%-4.4pp |
| Employer contribution / active EE | $2,206 | $3,082-28.4% | $2,625-16.0% | $2,540-13.2% |
| Participant deferral / active EE | $3,772 | $4,259-11.4% | $3,311+13.9% | $4,015-6.1% |
| Admin fee / account holder | $9 | $68-86.6% | $5,131-99.8% | $71-87.3% |