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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $107,507 |
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 | $205,229 | $73,125+180.7% | $125,175+64.0% | $77,787+163.8% |
| Participation rate | 95.5% | 79.4%+16.1pp | 79.8%+15.7pp | 73.2%+22.3pp |
| Annual return | 22.74% | 24.71%-2.0pp | 43.79%-21.0pp | 32.57%-9.8pp |
| Employer contribution / active EE | $5,242 | $2,413+117.2% | $3,865+35.6% | $2,504+109.3% |
| Participant deferral / active EE | $8,961 | $3,966+125.9% | $4,937+81.5% | $3,967+125.9% |
| Admin fee / account holder | $65 | $89-27.4% | $9,702-99.3% | $100-35.1% |