Filed September 4, 2015 (most recent of 4 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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $479,995 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $126,358 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC Service code 15 | Recordkeeping | $0 |
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 | $120,857 | $93,789+28.9% | $67,834+78.2% | $329,111-63.3% |
| Participation rate | 97.5% | 65.9%+31.6pp | 68.8%+28.7pp | 67.9%+29.6pp |
| Annual return | 7.35% | 17.51%-10.2pp | 138.47%-131.1pp | 16.35%-9.0pp |
| Employer contribution / active EE | $3,585 | $3,924-8.6% | $2,403+49.2% | $2,303+55.6% |
| Participant deferral / active EE | $4,849 | $3,663+32.4% | $3,160+53.5% | $3,682+31.7% |
| Admin fee / account holder | $40 | $82-51.7% | $4,622-99.1% | $754-94.8% |