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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,697 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,755 | $39,819+92.8% | $67,834+13.2% | $57,658+33.1% |
| Participation rate | 73.3% | 61.2%+12.0pp | 68.8%+4.5pp | 70.2%+3.0pp |
| Annual return | 6.16% | 9.19%-3.0pp | 138.47%-132.3pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,539 | $1,277+20.6% | $2,403-35.9% | $1,974-22.0% |
| Participant deferral / active EE | $2,344 | $2,209+6.1% | $3,160-25.8% | $3,061-23.4% |
| Admin fee / account holder | $23 | $84-72.7% | $4,622-99.5% | $95-75.8% |