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 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 INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $260,123 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,732 | $112,623+177.7% | $106,201+194.5% | $199,768+56.5% |
| Participation rate | 98.2% | 86.2%+11.9pp | 75.3%+22.9pp | 72.0%+26.2pp |
| Annual return | 15.41% | 15.57%-0.2pp | 116.26%-100.8pp | 34.26%-18.8pp |
| Employer contribution / active EE | $12,868 | $4,575+181.3% | $3,170+306.0% | $3,037+323.8% |
| Participant deferral / active EE | $14,230 | $6,659+113.7% | $5,012+183.9% | $5,090+179.6% |
| Admin fee / account holder | $41 | $107-62.1% | $11,039-99.6% | $269-84.9% |