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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $18,770 | $49,138-61.8% | $84,015-77.7% | $65,185-71.2% |
| Participation rate | 67.6% | 60.7%+6.8pp | 69.0%-1.5pp | 70.2%-2.6pp |
| Annual return | 23.07% | 23.00%+0.1pp | 71.31%-48.2pp | 29.38%-6.3pp |
| Employer contribution / active EE | $578 | $914-36.8% | $1,983-70.9% | $2,177-73.5% |
| Participant deferral / active EE | $1,021 | $2,397-57.4% | $3,239-68.5% | $3,514-70.9% |
| Admin fee / account holder | $6 | $543-98.9% | $6,101-99.9% | $847-99.3% |