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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $27,509 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,421 | $57,651+147.0% | $112,229+26.9% | $71,457+99.3% |
| Participation rate | 94.0% | 58.9%+35.1pp | 72.4%+21.6pp | 67.9%+26.1pp |
| Annual return | -5.17% | 18.32%-23.5pp | 30.20%-35.4pp | 28.85%-34.0pp |
| Employer contribution / active EE | $5,365 | $1,913+180.4% | $3,430+56.4% | $2,588+107.3% |
| Participant deferral / active EE | $6,190 | $2,863+116.2% | $4,798+29.0% | $4,289+44.3% |
| Admin fee / account holder | $95 | $1,581-94.0% | $7,748-98.8% | $1,587-94.0% |