Filed December 28, 1992
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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,760 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,402 | $65,223+30.9% | $80,019+6.7% | $55,725+53.3% |
| Participation rate | 93.3% | 80.6%+12.8pp | 75.8%+17.5pp | 70.9%+22.5pp |
| Annual return | -3.68% | 7.59%-11.3pp | 11.22%-14.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,995 | $2,544-21.6% | $2,468-19.2% | $2,078-4.0% |
| Participant deferral / active EE | $4,240 | $3,881+9.3% | $3,686+15.0% | $3,356+26.3% |
| Admin fee / account holder | $24 | $114-79.1% | $6,521-99.6% | $115-79.2% |