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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $310,706 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $193,136 | $81,321+137.5% | $68,509+181.9% | $59,188+226.3% |
| Participation rate | 92.7% | 83.8%+8.9pp | 74.7%+18.0pp | 69.4%+23.3pp |
| Annual return | 1.40% | 4.65%-3.2pp | 8.27%-6.9pp | 5.51%-4.1pp |
| Employer contribution / active EE | $5,325 | $3,297+61.5% | $2,278+133.8% | $2,098+153.8% |
| Participant deferral / active EE | $8,916 | $4,592+94.1% | $3,382+163.6% | $3,265+173.1% |
| Admin fee / account holder | $52 | $62-15.3% | $5,275-99.0% | $92-43.3% |