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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $192,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,862 | $60,396+128.3% | $83,848+64.4% | $75,289+83.1% |
| Participation rate | 68.0% | 80.7%-12.8pp | 76.1%-8.2pp | 72.4%-4.4pp |
| Annual return | 8.46% | 3.84%+4.6pp | 850.88%-842.4pp | -0.04%+8.5pp |
| Employer contribution / active EE | $3,895 | $3,343+16.5% | $3,631+7.3% | $2,405+61.9% |
| Participant deferral / active EE | $5,985 | $2,922+104.8% | $4,082+46.6% | $3,739+60.1% |
| Admin fee / account holder | $52 | $141-63.4% | $5,478-99.1% | $102-49.4% |