Filed April 7, 1998
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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $18,465 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,703 | $54,045+121.5% | $115,157+3.9% | $65,185+83.6% |
| Participation rate | 93.2% | 63.5%+29.7pp | 75.9%+17.3pp | 70.2%+23.0pp |
| Annual return | 3.49% | 26.55%-23.1pp | 35.60%-32.1pp | 29.38%-25.9pp |
| Employer contribution / active EE | $6,481 | $1,653+292.1% | $3,179+103.9% | $2,177+197.7% |
| Participant deferral / active EE | $5,216 | $2,504+108.3% | $4,168+25.1% | $3,514+48.4% |
| Admin fee / account holder | $81 | $626-87.1% | $7,088-98.9% | $847-90.5% |