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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $147,841 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,335 | $187,277+42.2% | $112,977+135.7% | $90,288+195.0% |
| Participation rate | 97.8% | 91.6%+6.2pp | 82.6%+15.2pp | 73.4%+24.4pp |
| Annual return | 14.87% | 26.33%-11.5pp | 24.24%-9.4pp | 53.97%-39.1pp |
| Employer contribution / active EE | $7,264 | $5,263+38.0% | $4,255+70.7% | $2,524+187.8% |
| Participant deferral / active EE | $11,138 | $8,833+26.1% | $5,836+90.9% | $4,232+163.2% |
| Admin fee / account holder | $37 | $102-64.0% | $6,294-99.4% | $114-67.9% |