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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $277,955 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,066 | $114,195+180.3% | $106,548+200.4% | $93,030+244.0% |
| Participation rate | 97.0% | 86.4%+10.6pp | 76.1%+20.9pp | 73.9%+23.1pp |
| Annual return | 15.78% | 22.18%-6.4pp | 26.80%-11.0pp | 158.70%-142.9pp |
| Employer contribution / active EE | $11,554 | $4,009+188.2% | $2,819+309.9% | $2,706+327.0% |
| Participant deferral / active EE | $13,368 | $5,908+126.3% | $4,398+204.0% | $4,562+193.0% |
| Admin fee / account holder | $46 | $105-55.9% | $7,407-99.4% | $152-69.5% |