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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $11,388 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,940 | $139,767-61.4% | $153,485-64.9% | $199,593-73.0% |
| Participation rate | 74.2% | 85.1%-10.9pp | 77.1%-2.9pp | 72.0%+2.2pp |
| Annual return | 13.30% | 20.59%-7.3pp | 15.65%-2.4pp | 34.25%-21.0pp |
| Employer contribution / active EE | $1,914 | $6,517-70.6% | $5,039-62.0% | $3,034-36.9% |
| Participant deferral / active EE | $4,953 | $8,055-38.5% | $6,757-26.7% | $5,087-2.6% |
| Admin fee / account holder | $1 | $98-98.9% | $12,724-100.0% | $269-99.6% |