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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $264,941 |
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 | $293,694 | $105,190+179.2% | $98,907+196.9% | $90,288+225.3% |
| Participation rate | 96.4% | 86.4%+10.1pp | 76.0%+20.4pp | 73.4%+23.1pp |
| Annual return | 15.88% | 18.52%-2.6pp | 196.43%-180.6pp | 53.97%-38.1pp |
| Employer contribution / active EE | $11,497 | $3,831+200.1% | $2,689+327.6% | $2,524+355.5% |
| Participant deferral / active EE | $12,781 | $5,616+127.6% | $4,244+201.1% | $4,232+202.0% |
| Admin fee / account holder | $45 | $97-53.3% | $6,642-99.3% | $114-60.2% |