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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,636 | $51,466-73.5% | $78,778-82.7% | $62,292-78.1% |
| Participation rate | 86.0% | 59.8%+26.2pp | 69.2%+16.8pp | 69.5%+16.4pp |
| Annual return | 20.28% | 19.96%+0.3pp | 35.62%-15.3pp | 28.90%-8.6pp |
| Employer contribution / active EE | $704 | $827-14.9% | $1,986-64.5% | $2,042-65.5% |
| Participant deferral / active EE | $1,181 | $2,147-45.0% | $2,958-60.1% | $3,169-62.7% |
| Admin fee / account holder | $7 | $489-98.6% | $5,134-99.9% | $479-98.5% |