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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $222,633 |
Annual investment return 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 | $125,391 | $76,774+63.3% | $112,228+11.7% | $77,904+61.0% |
| Participation rate | 89.4% | 80.2%+9.3pp | 75.1%+14.4pp | 73.7%+15.7pp |
| Annual return | -19.49% | -10.25%-9.2pp | 27.45%-46.9pp | 12.21%-31.7pp |
| Employer contribution / active EE | $5,629 | $3,977+41.5% | $3,635+54.9% | $2,848+97.7% |
| Participant deferral / active EE | $8,246 | $3,778+118.2% | $4,728+74.4% | $4,806+71.6% |
| Admin fee / account holder | $45 | $239-81.0% | $6,410-99.3% | $133-65.7% |