Filed October 18, 2004 (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 7-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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $67,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,892 | $88,770+8.0% | $109,143-12.1% | $93,030+3.1% |
| Participation rate | 98.2% | 81.5%+16.7pp | 75.9%+22.3pp | 73.9%+24.3pp |
| Annual return | 15.54% | 60.64%-45.1pp | 25.75%-10.2pp | 158.70%-143.2pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,722-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $8,173 | $3,630+125.2% | $4,653+75.7% | $4,562+79.1% |
| Admin fee / account holder | $13 | $172-92.2% | $6,752-99.8% | $152-91.1% |