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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $272,863 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,270 | $136,266+78.5% | $90,749+168.1% | $77,904+212.3% |
| Participation rate | 97.5% | 86.6%+10.9pp | 75.7%+21.9pp | 73.7%+23.9pp |
| Annual return | -15.66% | -11.32%-4.3pp | -12.16%-3.5pp | 12.21%-27.9pp |
| Employer contribution / active EE | $11,564 | $4,215+174.4% | $2,921+295.9% | $2,848+306.1% |
| Participant deferral / active EE | $13,170 | $6,353+107.3% | $4,564+188.6% | $4,806+174.0% |
| Admin fee / account holder | $42 | $399-89.4% | $8,445-99.5% | $133-68.2% |