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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $272,604 |
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 | $241,330 | $90,410+166.9% | $91,001+165.2% | $77,958+209.6% |
| Participation rate | 97.9% | 86.4%+11.5pp | 75.6%+22.3pp | 71.6%+26.2pp |
| Annual return | 17.18% | 21.34%-4.2pp | 4.60%+12.6pp | 20.87%-3.7pp |
| Employer contribution / active EE | $6,554 | $3,392+93.2% | $2,456+166.9% | $2,310+183.7% |
| Participant deferral / active EE | $11,436 | $4,816+137.5% | $3,547+222.4% | $3,537+223.4% |
| Admin fee / account holder | $48 | $79-39.1% | $5,417-99.1% | $97-50.6% |