Filed February 12, 2012 (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 | $11,571 |
Employer contribution per participant 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 | $62,362 | $102,255-39.0% | $118,746-47.5% | $77,958-20.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 78.3%+10.7pp | 71.6%+17.3pp |
| Annual return | 16.49% | 65.05%-48.6pp | 24.54%-8.0pp | 20.87%-4.4pp |
| Employer contribution / active EE | $387 | $4,931-92.1% | $4,193-90.8% | $2,310-83.2% |
| Participant deferral / active EE | $4,496 | $5,974-24.7% | $5,332-15.7% | $3,537+27.1% |
| Admin fee / account holder | $5 | $79-93.3% | $10,720-100.0% | $97-94.6% |