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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $23,750 |
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 | $47,585 | $113,995-58.3% | $127,761-62.8% | $77,787-38.8% |
| Participation rate | 77.3% | 85.7%-8.4pp | 79.0%-1.7pp | 73.2%+4.1pp |
| Annual return | 22.49% | 26.09%-3.6pp | 26.14%-3.6pp | 32.57%-10.1pp |
| Employer contribution / active EE | $1,706 | $6,012-71.6% | $4,574-62.7% | $2,504-31.9% |
| Participant deferral / active EE | $4,113 | $7,267-43.4% | $6,021-31.7% | $3,967+3.7% |
| Admin fee / account holder | $8 | $108-92.2% | $9,395-99.9% | $100-91.6% |