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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,926 | $52,090+28.5% | $95,745-30.1% | $80,160-16.5% |
| Participation rate | 98.3% | 67.0%+31.3pp | 72.3%+26.0pp | 72.9%+25.3pp |
| Annual return | 17.79% | 23.29%-5.5pp | 28.35%-10.6pp | 40.38%-22.6pp |
| Employer contribution / active EE | $3,350 | $1,548+116.3% | $2,835+18.2% | $2,978+12.5% |
| Participant deferral / active EE | $3,877 | $3,266+18.7% | $4,245-8.7% | $5,017-22.7% |
| Admin fee / account holder | $9 | $96-90.9% | $5,678-99.8% | $145-94.0% |