Filed October 18, 2004
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 10-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 | $21,082 |
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 | $43,731 | $45,324-3.5% | $122,332-64.3% | $69,631-37.2% |
| Participation rate | 90.9% | 59.9%+31.0pp | 71.6%+19.3pp | 70.7%+20.2pp |
| Annual return | 19.62% | 25.35%-5.7pp | 30.27%-10.7pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $993 | $1,230-19.2% | $4,050-75.5% | $2,032-51.1% |
| Participant deferral / active EE | $3,100 | $2,367+31.0% | $3,287-5.7% | $3,224-3.8% |
| Admin fee / account holder | $45 | $87-48.4% | $5,478-99.2% | $110-59.4% |