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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $271,960 |
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 | $221,509 | $134,045+65.2% | $80,019+176.8% | $75,289+194.2% |
| Participation rate | 96.5% | 85.8%+10.8pp | 75.8%+20.7pp | 72.4%+24.1pp |
| Annual return | -3.67% | -0.56%-3.1pp | 11.22%-14.9pp | -0.04%-3.6pp |
| Employer contribution / active EE | $6,473 | $3,492+85.3% | $2,468+162.3% | $2,405+169.1% |
| Participant deferral / active EE | $11,497 | $4,976+131.0% | $3,686+211.9% | $3,739+207.5% |
| Admin fee / account holder | $47 | $124-61.7% | $6,521-99.3% | $102-53.6% |