Filed April 26, 2005 (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 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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $40,869 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $335,044 | $48,576+589.7% | $169,463+97.7% | $56,287+495.2% |
| Participation rate | 96.8% | 65.8%+31.0pp | 77.8%+19.1pp | 69.9%+27.0pp |
| Annual return | -2.84% | -2.51%-0.3pp | 1.83%-4.7pp | -9.96%+7.1pp |
| Employer contribution / active EE | $13,020 | $1,559+735.1% | $4,159+213.1% | $2,111+516.8% |
| Participant deferral / active EE | $15,845 | $3,275+383.8% | $5,277+200.3% | $3,350+373.0% |
| Admin fee / account holder | $142 | $435-67.4% | $9,109-98.4% | $521-72.8% |