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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,934 |
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 | $51,569 | $45,959+12.2% | $91,220-43.5% | $77,904-33.8% |
| Participation rate | 98.6% | 66.3%+32.3pp | 73.2%+25.4pp | 73.7%+25.0pp |
| Annual return | -18.50% | -5.32%-13.2pp | 114.01%-132.5pp | 12.21%-30.7pp |
| Employer contribution / active EE | $3,026 | $1,451+108.6% | $2,850+6.2% | $2,848+6.3% |
| Participant deferral / active EE | $3,446 | $3,283+5.0% | $4,234-18.6% | $4,806-28.3% |
| Admin fee / account holder | $14 | $99-85.8% | $5,420-99.7% | $133-89.4% |