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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $149,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,720 | $65,708+47.2% | $76,817+25.9% | $77,787+24.3% |
| Participation rate | 90.3% | 79.0%+11.3pp | 72.1%+18.2pp | 73.2%+17.1pp |
| Annual return | 35.93% | 49.86%-13.9pp | 1166.11%-1130.2pp | 32.57%+3.4pp |
| Employer contribution / active EE | $2,086 | $2,167-3.7% | $2,302-9.4% | $2,504-16.7% |
| Participant deferral / active EE | $6,048 | $3,254+85.9% | $3,336+81.3% | $3,967+52.4% |
| Admin fee / account holder | $78 | $91-13.6% | $6,420-98.8% | $100-21.6% |