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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $265,720 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $273,284 | $104,631+161.2% | $98,439+177.6% | $80,160+240.9% |
| Participation rate | 98.1% | 87.5%+10.6pp | 75.2%+23.0pp | 72.9%+25.2pp |
| Annual return | 18.57% | 34.72%-16.2pp | 21.16%-2.6pp | 40.38%-21.8pp |
| Employer contribution / active EE | $12,187 | $4,517+169.8% | $3,048+299.8% | $2,978+309.3% |
| Participant deferral / active EE | $13,632 | $6,545+108.3% | $4,738+187.7% | $5,017+171.7% |
| Admin fee / account holder | $41 | $105-61.3% | $8,948-99.5% | $145-72.0% |