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 | $55,441+134.9% | $76,002+71.3% | $77,671+67.7% |
| Participation rate | 54.2% | 63.6%-9.4pp | 69.1%-14.9pp | 70.6%-16.4pp |
| Annual return | 10.16% | 17.08%-6.9pp | 360.07%-349.9pp | 31.21%-21.0pp |
| Employer contribution / active EE | $1,811 | $1,789+1.2% | $2,688-32.6% | $2,726-33.6% |
| Participant deferral / active EE | $3,397 | $3,451-1.6% | $4,257-20.2% | $4,648-26.9% |
| Admin fee / account holder | $220 | $407-45.8% | $6,414-96.6% | $430-48.8% |