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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $111,807 |
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 | $228,824 | $82,783+176.4% | $133,956+70.8% | $90,288+153.4% |
| Participation rate | 96.5% | 81.3%+15.2pp | 79.8%+16.7pp | 73.4%+23.2pp |
| Annual return | 15.16% | 21.89%-6.7pp | 45.09%-29.9pp | 53.97%-38.8pp |
| Employer contribution / active EE | $3,104 | $2,388+30.0% | $3,919-20.8% | $2,524+23.0% |
| Participant deferral / active EE | $9,368 | $4,291+118.3% | $5,048+85.6% | $4,232+121.3% |
| Admin fee / account holder | $69 | $93-25.8% | $8,927-99.2% | $114-39.6% |