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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,972 | $62,603+150.7% | $104,294+50.5% | $66,914+134.6% |
| Participation rate | 92.6% | 59.6%+33.0pp | 73.3%+19.4pp | 69.8%+22.8pp |
| Annual return | 2.43% | -14.70%+17.1pp | 24.61%-22.2pp | 1.58%+0.8pp |
| Employer contribution / active EE | $14,977 | $1,972+659.6% | $3,372+344.2% | $2,544+488.7% |
| Participant deferral / active EE | $6,418 | $2,853+125.0% | $4,625+38.8% | $4,237+51.5% |
| Admin fee / account holder | $137 | $656-79.0% | $7,339-98.1% | $593-76.8% |