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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $27,396 |
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 | $56,212 | $48,116+16.8% | $99,443-43.5% | $77,787-27.7% |
| Participation rate | 97.3% | 60.0%+37.4pp | 73.8%+23.5pp | 73.2%+24.1pp |
| Annual return | 24.78% | 23.23%+1.6pp | 30.72%-5.9pp | 32.57%-7.8pp |
| Employer contribution / active EE | $2,594 | $1,057+145.4% | $2,540+2.1% | $2,504+3.6% |
| Participant deferral / active EE | $2,477 | $2,238+10.7% | $3,619-31.6% | $3,967-37.6% |
| Admin fee / account holder | $22 | $87-74.7% | $6,250-99.6% | $100-77.9% |