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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,565 |
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 | $100,057 | $111,608-10.3% | $177,821-43.7% | $73,409+36.3% |
| Participation rate | 97.7% | 87.9%+9.8pp | 87.7%+9.9pp | 72.2%+25.5pp |
| Annual return | 17.98% | 18.23%-0.2pp | 48.32%-30.3pp | 59.29%-41.3pp |
| Employer contribution / active EE | $1,910 | $3,796-49.7% | $5,918-67.7% | $2,234-14.5% |
| Participant deferral / active EE | $5,322 | $6,199-14.1% | $7,714-31.0% | $3,805+39.9% |
| Admin fee / account holder | $9 | $166-94.6% | $12,427-99.9% | $158-94.4% |