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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $120,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,031 | $84,993+150.6% | $129,995+63.9% | $80,160+165.8% |
| Participation rate | 97.4% | 79.5%+17.9pp | 78.5%+18.9pp | 72.9%+24.5pp |
| Annual return | 17.03% | 23.76%-6.7pp | -137.18%+154.2pp | 40.38%-23.3pp |
| Employer contribution / active EE | $7,929 | $3,051+159.9% | $4,320+83.6% | $2,978+166.3% |
| Participant deferral / active EE | $10,793 | $4,984+116.6% | $5,820+85.4% | $5,017+115.1% |
| Admin fee / account holder | $59 | $391-84.8% | $10,614-99.4% | $145-59.0% |