Filed December 27, 2007
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 | $5,044 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $15 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,407 | $62,267+21.1% | $110,238-31.6% | $55,725+35.3% |
| Participation rate | 56.9% | 78.1%-21.2pp | 79.8%-22.9pp | 70.9%-13.9pp |
| Annual return | 1.90% | -1.07%+3.0pp | 314.74%-312.8pp | 244.93%-243.0pp |
| Employer contribution / active EE | $1,042 | $1,941-46.3% | $3,826-72.8% | $2,078-49.9% |
| Participant deferral / active EE | $3,171 | $3,516-9.8% | $4,672-32.1% | $3,356-5.5% |
| Admin fee / account holder | $9 | $121-92.8% | $8,547-99.9% | $115-92.5% |