Filed April 14, 2006 (most recent of 3 filings on file)
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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,214,072 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,678 | $36,004-20.3% | $64,105-55.3% | $69,651-58.8% |
| Participation rate | 73.6% | 47.3%+26.4pp | 68.2%+5.5pp | 66.6%+7.1pp |
| Annual return | -1.86% | 4.26%-6.1pp | 791.24%-793.1pp | 53.77%-55.6pp |
| Employer contribution / active EE | $1,035 | $617+67.8% | $1,820-43.1% | $2,241-53.8% |
| Participant deferral / active EE | $1,847 | $1,166+58.4% | $2,822-34.5% | $3,635-49.2% |
| Admin fee / account holder | $28 | $49-42.2% | $4,499-99.4% | $63-55.3% |