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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $265,753 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,154 | $96,403+171.9% | $93,606+180.1% | $77,787+237.0% |
| Participation rate | 96.9% | 87.6%+9.3pp | 75.8%+21.1pp | 73.2%+23.7pp |
| Annual return | 22.01% | 39.36%-17.4pp | 32.76%-10.8pp | 32.57%-10.6pp |
| Employer contribution / active EE | $7,112 | $3,616+96.7% | $2,718+161.7% | $2,504+184.0% |
| Participant deferral / active EE | $12,665 | $5,341+137.1% | $4,069+211.3% | $3,967+219.2% |
| Admin fee / account holder | $46 | $90-48.6% | $7,888-99.4% | $100-54.0% |