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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,216 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,542 | $66,051+3.8% | $92,893-26.2% | $77,787-11.9% |
| Participation rate | 97.9% | 81.0%+16.9pp | 76.0%+21.9pp | 73.2%+24.7pp |
| Annual return | 24.83% | 20.69%+4.1pp | 109.41%-84.6pp | 32.57%-7.7pp |
| Employer contribution / active EE | $126 | $3,426-96.3% | $3,653-96.5% | $2,504-95.0% |
| Participant deferral / active EE | $6,867 | $3,013+127.9% | $4,236+62.1% | $3,967+73.1% |
| Admin fee / account holder | $4 | $148-97.6% | $5,794-99.9% | $100-96.5% |