Filed August 29, 2016 (most recent of 2 filings on file)
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 | $4,440 |
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 | $85,231 | $88,515-3.7% | $162,163-47.4% | $67,579+26.1% |
| Participation rate | 98.7% | 86.8%+11.9pp | 87.6%+11.2pp | 71.3%+27.5pp |
| Annual return | 22.58% | 27.04%-4.5pp | 115.59%-93.0pp | 378.56%-356.0pp |
| Employer contribution / active EE | $1,516 | $3,563-57.5% | $5,614-73.0% | $2,148-29.4% |
| Participant deferral / active EE | $4,780 | $5,724-16.5% | $7,298-34.5% | $3,539+35.1% |
| Admin fee / account holder | $8 | $124-93.1% | $10,843-99.9% | $142-94.0% |