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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $817,624 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $13,225 |
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 | $141,847 | $57,605+146.2% | $67,313+110.7% | $68,904+105.9% |
| Participation rate | 97.2% | 67.4%+29.8pp | 69.1%+28.1pp | 74.1%+23.1pp |
| Annual return | -4.44% | -3.81%-0.6pp | -4.08%-0.4pp | 1.07%-5.5pp |
| Employer contribution / active EE | $3,982 | $2,219+79.4% | $2,566+55.2% | $2,540+56.8% |
| Participant deferral / active EE | $5,934 | $3,063+93.7% | $3,568+66.3% | $4,015+47.8% |
| Admin fee / account holder | $62 | $77-20.2% | $4,507-98.6% | $71-13.3% |