Filed June 17, 1
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $123,570 |
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 | $231,569 | $2,679,533-91.4% | $164,813+40.5% | $199,593+16.0% |
| Participation rate | 97.2% | 78.3%+18.9pp | 78.6%+18.6pp | 72.0%+25.3pp |
| Annual return | 12.30% | 17.93%-5.6pp | 69.93%-57.6pp | 34.25%-22.0pp |
| Employer contribution / active EE | $5,811 | $2,970+95.7% | $4,341+33.9% | $3,034+91.5% |
| Participant deferral / active EE | $11,709 | $5,010+133.7% | $6,031+94.1% | $5,087+130.2% |
| Admin fee / account holder | $62 | $1,982-96.9% | $12,690-99.5% | $269-76.8% |