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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,950 |
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 | $161,581 | $57,096+183.0% | $94,224+71.5% | $55,191+192.8% |
| Participation rate | 97.1% | 75.7%+21.5pp | 78.8%+18.4pp | 69.2%+28.0pp |
| Annual return | 40.44% | 159.65%-119.2pp | 10.68%+29.8pp | 10.78%+29.7pp |
| Employer contribution / active EE | $3,015 | $1,708+76.6% | $3,587-15.9% | $1,899+58.8% |
| Participant deferral / active EE | $7,657 | $3,165+141.9% | $4,320+77.2% | $3,046+151.3% |
| Admin fee / account holder | $4 | $89-95.6% | $6,269-99.9% | $91-95.7% |