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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $117,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,769 | $84,000+121.2% | $119,609+55.3% | $77,904+138.5% |
| Participation rate | 96.2% | 77.8%+18.3pp | 79.3%+16.9pp | 73.7%+22.5pp |
| Annual return | -15.22% | -11.59%-3.6pp | -14.97%-0.2pp | 12.21%-27.4pp |
| Employer contribution / active EE | $7,245 | $2,907+149.2% | $4,232+71.2% | $2,848+154.4% |
| Participant deferral / active EE | $9,835 | $4,705+109.0% | $5,602+75.6% | $4,806+104.6% |
| Admin fee / account holder | $58 | $116-49.6% | $10,323-99.4% | $133-55.9% |