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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,563 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,256 | $59,263-60.8% | $96,562-75.9% | $79,386-70.7% |
| Participation rate | 68.6% | 61.9%+6.7pp | 69.8%-1.2pp | 70.7%-2.1pp |
| Annual return | 16.03% | 27.07%-11.0pp | 37.78%-21.8pp | 116.85%-100.8pp |
| Employer contribution / active EE | $661 | $1,216-45.6% | $2,356-71.9% | $2,427-72.8% |
| Participant deferral / active EE | $1,154 | $2,948-60.8% | $3,849-70.0% | $4,046-71.5% |
| Admin fee / account holder | $22 | $658-96.7% | $6,181-99.7% | $626-96.6% |