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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $29,611 |
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 | $108,891 | $59,328+83.5% | $118,925-8.4% | $73,488+48.2% |
| Participation rate | 92.6% | 62.3%+30.3pp | 75.4%+17.3pp | 70.7%+22.0pp |
| Annual return | -5.84% | 19.13%-25.0pp | 35.88%-41.7pp | 28.51%-34.4pp |
| Employer contribution / active EE | $3,431 | $1,803+90.3% | $3,263+5.2% | $2,270+51.2% |
| Participant deferral / active EE | $5,201 | $2,604+99.7% | $4,265+21.9% | $3,740+39.1% |
| Admin fee / account holder | $115 | $600-80.9% | $6,581-98.3% | $513-77.6% |