Filed October 19, 2004 (most recent of 2 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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,815 | $72,012+176.1% | $185,823+7.0% | $79,858+149.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 14.99% | 23.12%-8.1pp | 35.95%-21.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $21,405 | $1,965+989.5% | $4,087+423.7% | $2,471+766.3% |
| Participant deferral / active EE | $13,167 | $3,779+248.4% | $5,632+133.8% | $3,740+252.0% |
| Admin fee / account holder | $19 | $4,513-99.6% | $9,500-99.8% | $5,306-99.6% |