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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $69,402 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,561 | $84,784+12.7% | $98,439-2.9% | $74,419+28.4% |
| Participation rate | 89.6% | 81.5%+8.1pp | 75.2%+14.5pp | 70.7%+18.9pp |
| Annual return | 14.60% | 20.59%-6.0pp | 21.16%-6.6pp | 34.38%-19.8pp |
| Employer contribution / active EE | $2,168 | $3,364-35.6% | $3,048-28.9% | $2,637-17.8% |
| Participant deferral / active EE | $4,772 | $5,218-8.5% | $4,738+0.7% | $4,528+5.4% |
| Admin fee / account holder | $94 | $204-54.0% | $8,948-98.9% | $348-73.0% |