Filed February 21, 2006 (most recent of 3 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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $176,789 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,452 | $102,872+229.0% | $100,534+236.7% | $102,872+229.0% |
| Participation rate | 95.0% | 73.0%+22.0pp | 80.6%+14.4pp | 73.0%+22.0pp |
| Annual return | 14.90% | 19.06%-4.2pp | 32.66%-17.8pp | 19.06%-4.2pp |
| Employer contribution / active EE | $9,914 | $3,526+181.1% | $4,346+128.1% | $3,526+181.1% |
| Participant deferral / active EE | $14,852 | $5,535+168.3% | $6,144+141.7% | $5,535+168.3% |
| Admin fee / account holder | $39 | $292-86.5% | $7,654-99.5% | $292-86.5% |