Filed February 13, 2008
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 | $253,137 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,602 | $103,641+46.3% | $107,525+41.0% | $102,872+47.4% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.1%+6.7pp | 73.0%+8.7pp |
| Annual return | 20.34% | 13.08%+7.3pp | 181.32%-161.0pp | 19.06%+1.3pp |
| Employer contribution / active EE | $5,064 | $5,096-0.6% | $3,754+34.9% | $3,526+43.6% |
| Participant deferral / active EE | $7,000 | $3,789+84.7% | $5,116+36.8% | $5,535+26.5% |
| Admin fee / account holder | $40 | $276-85.5% | $8,919-99.6% | $292-86.3% |