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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,430 |
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 | $62,823 | $130,084-51.7% | $138,135-54.5% | $90,288-30.4% |
| Participation rate | 72.8% | 86.0%-13.2pp | 78.7%-5.9pp | 73.4%-0.5pp |
| Annual return | 13.34% | 14.63%-1.3pp | 20.51%-7.2pp | 53.97%-40.6pp |
| Employer contribution / active EE | $913 | $5,865-84.4% | $5,587-83.7% | $2,524-63.8% |
| Participant deferral / active EE | $5,011 | $7,099-29.4% | $6,431-22.1% | $4,232+18.4% |
| Admin fee / account holder | $6 | $187-96.8% | $11,856-99.9% | $114-94.8% |