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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,481 |
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 | $83,997 | $81,719+2.8% | $101,248-17.0% | $90,288-7.0% |
| Participation rate | 97.5% | 80.7%+16.7pp | 75.8%+21.7pp | 73.4%+24.1pp |
| Annual return | 19.84% | 337.64%-317.8pp | 46.47%-26.6pp | 53.97%-34.1pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $3,660-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $7,583 | $3,310+129.1% | $4,370+73.5% | $4,232+79.2% |
| Admin fee / account holder | $3 | $162-98.1% | $5,945-99.9% | $114-97.3% |