Filed January 1, 2012
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $48,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,223 | $55,416+135.0% | $75,972+71.4% | $77,643+67.7% |
| Participation rate | 54.2% | 63.6%-9.4pp | 69.1%-14.9pp | 70.6%-16.4pp |
| Annual return | 10.16% | 17.07%-6.9pp | 359.55%-349.4pp | 31.24%-21.1pp |
| Employer contribution / active EE | $1,811 | $1,788+1.3% | $2,685-32.6% | $2,726-33.6% |
| Participant deferral / active EE | $3,397 | $3,447-1.4% | $4,255-20.2% | $4,647-26.9% |
| Admin fee / account holder | $220 | $414-46.7% | $6,467-96.6% | $430-48.8% |