Filed September 30, 1992 (most recent of 2 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 | $41,610 |
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 | $105,715 | $56,467+87.2% | $95,585+10.6% | $102,872+2.8% |
| Participation rate | 97.6% | 62.1%+35.5pp | 72.1%+25.5pp | 73.0%+24.5pp |
| Annual return | 14.36% | 17.94%-3.6pp | 38.56%-24.2pp | 19.06%-4.7pp |
| Employer contribution / active EE | $4,196 | $1,216+245.0% | $2,527+66.1% | $3,526+19.0% |
| Participant deferral / active EE | $5,067 | $3,007+68.5% | $4,023+26.0% | $5,535-8.5% |
| Admin fee / account holder | $30 | $112-72.9% | $6,127-99.5% | $292-89.6% |