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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,396 |
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 | $18,127 | $42,353-57.2% | $79,550-77.2% | $64,808-72.0% |
| Participation rate | 53.6% | 64.8%-11.1pp | 69.5%-15.9pp | 71.5%-17.9pp |
| Annual return | -16.87% | -12.24%-4.6pp | 0.16%-17.0pp | 32.82%-49.7pp |
| Employer contribution / active EE | $480 | $1,181-59.3% | $2,413-80.1% | $2,506-80.8% |
| Participant deferral / active EE | $828 | $3,170-73.9% | $3,985-79.2% | $4,310-80.8% |
| Admin fee / account holder | $57 | $160-64.4% | $6,832-99.2% | $188-69.8% |