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 INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,193 | $62,327+179.5% | $120,354+44.7% | $74,495+133.8% |
| Participation rate | 91.5% | 56.8%+34.7pp | 71.9%+19.6pp | 67.2%+24.3pp |
| Annual return | 15.55% | 18.61%-3.1pp | 107.15%-91.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $6,144 | $1,843+233.3% | $3,463+77.4% | $2,623+134.2% |
| Participant deferral / active EE | $6,234 | $2,893+115.5% | $4,991+24.9% | $4,346+43.4% |
| Admin fee / account holder | $78 | $2,396-96.8% | $9,423-99.2% | $1,942-96.0% |