Filed August 1, 1996
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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $36,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,572 | $52,224+14.1% | $88,946-33.0% | $102,872-42.1% |
| Participation rate | 94.4% | 40.8%+53.7pp | 68.8%+25.6pp | 73.0%+21.4pp |
| Annual return | 18.07% | 16.96%+1.1pp | 57.82%-39.7pp | 19.06%-1.0pp |
| Employer contribution / active EE | $3,569 | $1,241+187.6% | $2,555+39.7% | $3,526+1.2% |
| Participant deferral / active EE | $7,948 | $2,611+204.4% | $4,581+73.5% | $5,535+43.6% |
| Admin fee / account holder | $19 | $1,723-98.9% | $8,261-99.8% | $292-93.5% |