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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $166,856 |
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 | $269,082 | $167,950+60.2% | $112,887+138.4% | $80,160+235.7% |
| Participation rate | 97.7% | 94.5%+3.2pp | 80.5%+17.2pp | 72.9%+24.8pp |
| Annual return | 18.17% | 18.78%-0.6pp | 34.10%-15.9pp | 40.38%-22.2pp |
| Employer contribution / active EE | $8,941 | $6,272+42.6% | $4,563+95.9% | $2,978+200.3% |
| Participant deferral / active EE | $13,432 | $9,857+36.3% | $6,513+106.2% | $5,017+167.7% |
| Admin fee / account holder | $37 | $104-64.2% | $7,047-99.5% | $145-74.4% |