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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,176 | $111,491-1.2% | $189,513-41.9% | $86,799+26.9% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.8%+9.9pp | 72.3%+25.4pp |
| Annual return | 14.41% | 83.50%-69.1pp | 555.15%-540.7pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,794 | $3,951-54.6% | $6,162-70.9% | $2,405-25.4% |
| Participant deferral / active EE | $5,423 | $6,437-15.8% | $8,221-34.0% | $4,131+31.3% |
| Admin fee / account holder | $11 | $189-94.4% | $12,045-99.9% | $170-93.8% |