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 | $4,142 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,002 | $39,245-72.0% | $64,105-82.8% | $52,331-79.0% |
| Participation rate | 80.6% | 58.2%+22.4pp | 68.2%+12.5pp | 68.1%+12.5pp |
| Annual return | -1.01% | 14.79%-15.8pp | 791.24%-792.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $648 | $736-12.0% | $1,820-64.4% | $1,882-65.6% |
| Participant deferral / active EE | $973 | $1,992-51.2% | $2,822-65.5% | $3,022-67.8% |
| Admin fee / account holder | $19 | $592-96.9% | $4,499-99.6% | $592-96.9% |