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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,730 |
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 | $6,418 | $76,670-91.6% | $96,683-93.4% | $71,457-91.0% |
| Participation rate | 81.5% | 66.6%+14.9pp | 74.3%+7.2pp | 67.9%+13.6pp |
| Annual return | 27.02% | 48.29%-21.3pp | 35.69%-8.7pp | 28.85%-1.8pp |
| Employer contribution / active EE | $1,371 | $3,031-54.8% | $3,737-63.3% | $2,588-47.0% |
| Participant deferral / active EE | $773 | $3,771-79.5% | $4,878-84.2% | $4,289-82.0% |
| Admin fee / account holder | $8 | $2,028-99.6% | $6,730-99.9% | $1,587-99.5% |