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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,829 |
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 | $58,070 | $54,392+6.8% | $84,750-31.5% | $63,975-9.2% |
| Participation rate | 92.9% | 76.9%+16.0pp | 76.6%+16.3pp | 71.1%+21.8pp |
| Annual return | 8.64% | 611.38%-602.7pp | 22.78%-14.1pp | 48.65%-40.0pp |
| Employer contribution / active EE | $0 | $2,943-100.0% | $3,574-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,299 | $2,593+104.4% | $3,712+42.8% | $3,356+57.9% |
| Admin fee / account holder | $2 | $136-98.2% | $5,332-100.0% | $70-96.5% |