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 8-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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $880 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,624 | $77,660-94.0% | $109,143-95.8% | $79,386-94.2% |
| Participation rate | 75.6% | 67.8%+7.8pp | 75.9%-0.3pp | 70.7%+4.9pp |
| Annual return | 14.59% | 23.44%-8.9pp | 25.75%-11.2pp | 116.85%-102.3pp |
| Employer contribution / active EE | $875 | $2,797-68.7% | $3,722-76.5% | $2,427-63.9% |
| Participant deferral / active EE | $763 | $3,518-78.3% | $4,653-83.6% | $4,046-81.1% |
| Admin fee / account holder | $8 | $732-98.9% | $6,752-99.9% | $626-98.7% |