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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $282,367 |
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 | $212,683 | $82,279+158.5% | $77,999+172.7% | $63,975+232.4% |
| Participation rate | 97.1% | 84.7%+12.4pp | 75.5%+21.6pp | 71.1%+26.0pp |
| Annual return | 7.31% | 11.20%-3.9pp | 425.96%-418.6pp | 48.65%-41.3pp |
| Employer contribution / active EE | $6,270 | $3,297+90.2% | $2,470+153.8% | $2,182+187.4% |
| Participant deferral / active EE | $10,485 | $4,538+131.0% | $3,497+199.8% | $3,356+212.4% |
| Admin fee / account holder | $50 | $81-38.5% | $5,480-99.1% | $70-28.9% |