Filed March 21, 2005 (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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $56,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,357 | $123,286-38.9% | $75,670-0.4% | $77,958-3.3% |
| Participation rate | 97.3% | 78.8%+18.5pp | 72.3%+24.9pp | 71.6%+25.6pp |
| Annual return | 17.54% | 20.45%-2.9pp | 27.34%-9.8pp | 20.87%-3.3pp |
| Employer contribution / active EE | $2,021 | $2,035-0.7% | $2,352-14.1% | $2,310-12.5% |
| Participant deferral / active EE | $5,610 | $3,095+81.3% | $3,142+78.5% | $3,537+58.6% |
| Admin fee / account holder | $29 | $144-80.2% | $5,800-99.5% | $97-70.7% |