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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $900 |
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 | $20,007 | $54,573-63.3% | $90,951-78.0% | $73,488-72.8% |
| Participation rate | 84.4% | 61.2%+23.2pp | 69.0%+15.3pp | 70.7%+13.7pp |
| Annual return | 17.38% | 16.69%+0.7pp | 134.60%-117.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $590 | $991-40.5% | $2,122-72.2% | $2,270-74.0% |
| Participant deferral / active EE | $1,036 | $2,517-58.8% | $3,373-69.3% | $3,740-72.3% |
| Admin fee / account holder | $4 | $521-99.3% | $5,959-99.9% | $513-99.3% |