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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,608 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,081 | $221,442-69.3% | $92,233-26.2% | $77,958-12.7% |
| Participation rate | 95.1% | 79.6%+15.5pp | 76.5%+18.6pp | 71.6%+23.5pp |
| Annual return | 20.42% | 15.65%+4.8pp | 176.28%-155.9pp | 20.87%-0.4pp |
| Employer contribution / active EE | $2,907 | $3,226-9.9% | $3,679-21.0% | $2,310+25.8% |
| Participant deferral / active EE | $5,793 | $2,779+108.4% | $3,897+48.7% | $3,537+63.8% |
| Admin fee / account holder | $2 | $210-99.3% | $5,194-100.0% | $97-98.4% |